Preparing and Delivering Nutritionally Tailored Meals Via Caring Community Volunteers

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Planned Giving

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Giving from Your Retirement Plan

Gift of Retirement Plan Diagram
Natrona County Meals On Wheels

How It Works

  • Name Natrona County Meals On Wheels as a beneficiary of your IRA, 401(k), or other qualified plan.
  • Designate us to receive all or a portion of the balance of your plan through your plan administrator.
  • The balance in your plan passes to Meals on Wheels after your death.

Important Related Topics

Benefits

  • Avoid the potential double taxation your retirement savings would face if you designated them to your heirs.
  • Continue to take regular lifetime withdrawals.
  • Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.

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