Legacy and Planned Giving

Your legacy gift to Meals on Wheels San Francisco is an investment in the continued care and nourishment of vulnerable homebound seniors and helps ensure we will always be here. Our team can help you plan for your financial future while supporting your philanthropic goals.

Contact Salena Bailey at sbailey@mowsf.org or 415-343-1267 to learn about options for including MOWSF in your will, trust, or estate plan.

Jump to a section

Bequests – Beneficiary Designations – IRA Charitable Rollover

Bequests

Give a specific item of property, such as cash, stock, or real estate, to MOWSF by adding us to a will or trust document. Your charitable bequest is one of the most important gifts for building our future. When received, your bequest is recorded as a gift to our endowment, where it strengthens the organization for generations of seniors to come.

If you have already left Meals on Wheels San Francisco in your will or trust, please let us know so we may recognize you for your thoughtfulness. Email sbailey@mowsf.org or call 415-343-1267.

Beneficiary Designations

Designate all or part of your IRA or other retirement accounts, bank account, or life insurance policies to MOWSF by identifying us as a beneficiary. As a tax-exempt nonprofit, we receive the full amount of whatever you designate to us from your plan.

How it works:

1. Request a beneficiary designation form from the administrator of your retirement plan or insurance policy provider.
2. Complete the form, naming Meals on Wheels San Francisco as a beneficiary. You can designate us as the primary beneficiary for a percentage or specific amount, or make us the contingent beneficiary so we receive the balance of your plan only if your primary beneficiary does not survive you.
3. Let us know when you have completed and submitted the form so we may recognize you.

IRA Charitable Rollover

Make a tax-free gift from your individual retirement account directly to MOWSF.

Who qualifies. Individuals who are 70 1/2 years or older.

How it works. Your gift must come directly to us from your IRA, either Roth or traditional. You can give up to the annual IRS limit each year. The amount counts toward your required minimum distribution but is not treated as taxable income to you.

Make your gift online. Our online resource lets you complete your IRA gift in just a couple of minutes, designate where you would like your gift to go, and takes care of the paperwork. [Link to IRA rollover tool]

Meals on Wheels San Francisco Federal Tax ID is 94-1741155.

Please consider this page an informational resource to help you meet your philanthropic goals. The information provided here is for illustrative purposes only and should not be considered investment, legal, accounting, tax, or other professional advice. Meals on Wheels San Francisco recommends that each person considering a planned gift consult with their own legal and financial adviser.