An Example of How It Works

Couple Smiling When Sarah's father passed away, she knew she wanted to do something that would establish a lasting legacy for him. She remembered that during his lifetime he was always praising Meals on Wheels for its tireless efforts to better his community.

Sarah decided to make a gift to Meals on Wheels in her father's name using appreciated securities. Not only will her father's legacy live on at Meals on Wheels thanks to the gift, but Sarah also received a federal income tax charitable deduction and eliminated capital gains tax on the securities.

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Next Steps

  1. Contact Paige Harris at 817.558.2840 or 972.351.9943 or paige@mowjec.org for additional information on creating a memorial gift at Meals on Wheels.
  2. Seek the advice of your financial or legal advisor.
  3. If you make a memorial gift to Meals on Wheels through your estate, 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