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YMCA Heritage Club

A group of visionary people securing the future through the YMCA Endowment Fund

What is the Heritage Club?

* A group of charitably minded individuals who have made a gift to the YMCA endowment fund or have named the YMCA in their estate plan.

* YMCA friends who believe in the YMCA mission and are committed to keeping the YMCA viable and affordable into the future.

* Supporters who believe that the YMCA makes a significant difference in the lives of individuals.

* A fellowship that meets once per year to celebrate their friendship for the Y and each other, and to welcome new members.

How does one join the Heritage Club?

Outright Gifts

A direct gift of cash, appreciated securities, or real properties may be the most convenient way to make a contribution to the YMCA endowment fund.

Charitable Trust

A vehicle that can provide current income to you and your spouse as long as either of you live. Thereafter, the trust principal goes to the YMCA endowment fund.

Gifts by Will or Trust

Working with your trusted advisors, you can assure that your heirs are provided for and specific charities can benefit from a fixed amount, a percentage of the estate, or a fixed portion of the residual.

Name the YMCA as a Beneficiary of an IRA or Pension Account

A technique that can save significantly on estate tax and through a wealth replacement insurance purchase, preserve assets for heirs.

These are examples and there are many more possibilities.

The YMCA always encourages individuals to work with trusted advisors, legal, and accounting professionals, in order to maximize the benefits to all concerned.

The YMCA also encourages individuals to consider other charitable interests when doing estate planning; we do work with other organizations in sharing benefits.

Tax deductibility of any of the suggested techniques should be verified with tax professionals.

As you plan for the future, there is a lot to consider:

  • Will my surviving spouse be okay?
  • Can I reduce my taxes?
  • Have things changed since I last reviewed my plan?
  • Do my loved ones know where all the important documents are filed?
  • Can I provide for the charitable organization I have supported during my lifetime?
  • How will I be remembered?

Effective estate planning can help answer these questions.

At the YMCA we are prepared to share some very exciting estate planning tools with you.

We encourage you to share your plans with your trusted advisors to be sure they are right for your situation.'

The Heritage Club Planned Giving Opportunities Brochure

For more information contact:
Ed Thomas, CEO at ethomas@sidney-ymca.org
300 E. Parkwood Street
Sidney, OH 45365
(937) 492-9134

 
Looking to nominate someone for the Triangle of Honor? Click here. 

 

 
 
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Phone: 937-492-9134 | Fax: 937-492-4705  
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