An Example of How It Works

Couple Smiling Longtime supporters Susan and Charlie have two goals: First, they want to make sure Meals on Wheels continues to receive support after they're gone. Second, they want to memorialize Charlie's parents, Mr. and Mrs. Jones.

Susan and Charlie make a $25,000 donation to Meals on Wheels, which we invest, and each year, a portion of the income from the invested money will be used to support our mission in honor of the Joneses. Plus, Susan and Charlie get a federal income tax charitable deduction on their taxes because they made a lump-sum gift.

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Next Steps

  1. Contact Paige Harris at 817.558.2840 or 972.351.9943 or paige@mowjec.org to discuss endowed gifts.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Meals on Wheels in your plans, please use our legal name and federal tax ID.

Legal Name: Meals on Wheels of Johnson and Ellis Counties
Address: Cleburne, Texas
Federal Tax ID Number: 75-1555153