Planned Giving

Planned Giving

Planned Giving is a way to support Meals on Wheels of Greater Lynchburg through your estate plan or will. Your thoughtful foresight, generosity, and commitment will ensure the long term success of our program.

Planned gifts can be made to Meals on Wheels in multiple ways, and they are best made with the counsel of a financial or legal advisor. Your financial planner can also direct you in the benefits of an IRA rollover or charitable distribution, and other types of charitable gifting.

Financial benefits of planned gifts may include a federal income tax charitable deduction, and/or an estate tax deduction. Changes to the Tax Code may impact the tax benefit of charitable donations.

Gifts of Stock

It’s easy to make a gift of stock to Meals of Greater Lynchburg.  If you have any questions, please call our office for support. 434-847-0796.

  • Please notify us of your generous gift so we can be on the lookout for it!

Send the securities:

  • Our Broker – Truist Wealth
    (formerly BBT/Scott & Stringfellow of Lynchburg)
  • Information for your broker:
    • DTC# 0226
    • Account # WA7-092739
    • Account Title – Meals on Wheels
  • Please tell your broker  you would like to make a gift of stock to Meals on Wheels of Greater Lynchburg. Your broker will walk you through the easy process.

The Steward’s Society honors donors who provide a special gift that will feed our homebound neighbors for all time.  A gift in the amount of $26,000 (lump sum, or paid over 3 years) will provide meals ‘forever’ for one person in our community.

Participation in the Steward’s Society is simple and flexible:
  • Donate directly. A gift of $26,000 will feed one of our neighbors forever!
  • Give a lump sum, or pledge over 3 years
  • Include a gift in your estate plans
  • Create a Charitable Gift Annuity

Read more about the Steward’s Society and how you can become a member.

Contact Kris Shabestar, Executive Director at 434-847-0796 or [email protected] for more information about planned giving options.

Read  why Lucy & Robert Cook support Meals on Wheels.

Thank you to our generous Steward Society members

Anonymous (3)

Mrs. Elsie Chambers

Lucy & Robert Cook

Jan & Zeb Gray

J.C. Huckaby

Bob & Maureen Lockridge

Alex & Jessica Newmark / Newmark
Family Charitable Fund

Kris & Fred Shabestar

Jean & Tommy Yates

Josephine Bennett Estate

Dr. & Mrs. Robert R. Bowen Estate

Covenant Presbyterian Church

Euclid Christian Church

Thomas Hawkins Estate

Erna G. Howell Estate

Bland Massy Johnson Estate

Memorial Christian Church

Mary Theresa Perkins Estate

Mildred Seacrist Estate

Lawrence Stanecker Estate

Samuel L. Williams Estate

Glenn Wilson Estate

Josephine Wood Estate