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The Legacy Society

Jan 19, 2023

There are dozens of ways for you to do more for our future. Gift planning combines financial planning, estate planning and tax planning techniques to enable donors to make gift of surprising significance, often with dramatic
tax and financial rewards.

The need for careful planning becomes clear when people consider the basic questions involved in making an important gift: What should I give; how should I give; when should I give; and are there special purposes my gift should accomplish?

Make a Gift through Your Estate

Most people would like to do
something that leaves their
community a better place. Your
contributions to Mobile Meals’
future make a statement about
how much you care for your
community. Why not continue that
support through your estate plan?

Consider a Bequest

Gifts through your will can be of
a particular item, dollar amount
or a percentage of your estate.
They can be contingent, passing
to Mobile Meals only if another
beneficiary dies before you, or in
trust, providing income to your
spouse or children before passing
for our benefit.

Gift of Life Insurance

You can name Mobile Meals as the
beneficiary on your life insurance
policy or contribute an old policy
that you no longer need.

If you plan to provide a planned gift to Mobile Meals and notify us, you will become members of the Legacy Society. If you have named Mobile Meals in your will or you would like more information on planned giving, please contact Jayne McQueen. Your legacy will ensure that Mobile Meals will be able to continue providing hot meals to homebound seniors in Spartanburg County for years to come.

 

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