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Meals On Wheels of San Francisco


Retirement Plans, Insurance Policies or Bank Accounts

Many people wish to create a legacy for MOWSF, but do not have a will or trust, or wish to give in other ways:

Gifts of Retirement Funds

You can create a legacy by naming MOWSF as a beneficiary or contingent beneficiary of an IRA, 401(k) Keogh account, or other retirement plan. When a retirement account is left to MOWSF, we do not pay the income tax otherwise due if left to a friend or family member. For many individuals, assets in these accounts may also be subject to taxes. You can make a gift of your retirement funds by completing a change of beneficiary form.

Gifts of Insurance Policies

You can name MOWSF as a beneficiary or contingent beneficiary of a life insurance policy. If you name MOWSF as a beneficiary, you can change your mind at any time by updating the change of beneficiary form.

Gifts of Bank or Investment Accounts

You can name MOWSF as successor to your bank or investment account. To create this gift simply contact your financial institution and ask for a Transfer-on-Death or Payable-on-Death form. Gifts of bank or investment accounts are completely revocable, and you can change your mind at any time by filling out a new form.

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