LEAVING A LEGACY

Making a planned gift to the Y offers a flexible and simple way to combine philanthropy with financial planning. A planned gift may help you give more to the Y than you thought possible, while still providing you or someone you designate with favorable financial and tax benefits. Planned gifts to the Y are about planning for the future, both your future and the future of children and families. To meet your specific needs, a variety of gift options are available. While each planned gift is different, these gifts can offer significant financial or tax benefits while ensuring that future generations will benefit from Y services. Talk to your lawyer or financial planner about your options, or contact us—we'd love to help you find the best way to extend your legacy.

Your Gift Makes a Difference

  • Offer programs to an ever-expanding number of children and families
  • Instill the values of caring, honesty, respect, and responsibility
  • Ensure the long-term financial strength of the YMCA

What to Give

There are a variety of gift options available:

  • Consider an outright gift of appreciated securities, property, marketable assets or cash.
  • Include the YMCA Endowment Fund as a beneficiary of your estate.
  • Simply add the YMCA Endowment Fund as a beneficiary of your IRA/401K, or consider a qualified charitable distribution.
  • Transfer an existing or new life insurance policy to the YMCA Endowment Fund.

Create a charitable remainder trust that directs all or a portion of the remaining assets into the YMCA Endowment Fund.

In the case of a will or other deferred gift, the amount need not be revealed, but if one chooses to do so, it will aid in our long-range planning.

We would be pleased to provide you, your attorney or financial advisor with additional information. The information presented here is general. We recommend you contact your professional advisor to learn how this information relates to your circumstances.

Heritage Club

Membership in the Heritage Club is open to those who wish to join the tradition of creating a lasting legacy. These gifts are made in a will or trust, or by making the Y a beneficiary of a retirement plan or insurance policy. The Heritage Club is our way of recognizing a remarkable contribution to our Y that will continue to have a lasting impact for generations to come.

Washington County Heritage Club

 

Become a Heritage Club Member in Washington County. Membership to the Heritage Club requires a commitment which now, or in the future, will contribute to the Kettle Moraine YMCA’s Endowment Fund.

Ozaukee County Heritage Club

 

Become a Heritage Club Member in Ozaukee County. Membership to the Heritage Club requires a commitment which now, or in the future, will contribute to the Kettle Moraine YMCA – Feith Family Ozaukee Branch Endowment Fund.