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Why Planned Giving is Important

YMCA Endowment

$0 Million

Total Endowment Amount Assets

0

Total Current Heritage Club Member

WAYS TO LEAVE YOUR LEGACY WITH THE Y

GIFTS OF CASH

Cash gifts are a simple, flexible way to make an immediate impact. Your contribution can support the programs and people you care about most today or help grow our endowment for the future. Gifts are generally tax-deductible if you itemize; please consult your advisor.

WILLS OR ESTATE PLAN

A bequest is a meaningful way to create a lasting legacy. By including the YMCA in your will or estate plan, you help ensure future generations have access to the programs and support they need to thrive. You can designate a specific amount, percentage, or residual of your estate.

GIFT OF STOCK

Donating appreciated securities may provide meaningful tax advantages while maximizing your impact. You may avoid capital gains tax and receive a charitable deduction for the full fair market value.
It’s a powerful way to invest in lasting community change.

LIFE INSURANCE

You can name the YMCA as a beneficiary of an existing policy or transfer ownership of a paid-up policy. This allows you to make a meaningful future gift often with a relatively modest investment today.

IRA DISTRIBUTIONS

If you are age 70½ or older, you can make a tax-efficient gift directly from your IRA. Qualified charitable distributions may count toward your required minimum distribution while reducing taxable income. A simple way to support the Y while meeting your financial goals.

CHARITABLE GIFT ANNUITIES

A charitable gift annuity provides fixed payments for life in exchange for your gift. You receive dependable income, potential tax benefits, and the satisfaction of supporting the YMCA’s mission. A simple option for those seeking both stability and impact.

CHARITABLE LEAD TRUST

A charitable lead trust provides income to the YMCA for a set period, after which the remaining assets pass to your beneficiaries. This option can reduce gift or estate taxes while making a significant impact today. Ideal for those who want to prioritize giving now and family later.

CHARITABLE REMAINDER TRUST

A charitable remainder trust provides income to you or your loved ones for life or a set term, with the remaining assets supporting the YMCA. This option can offer income, potential tax benefits, and a lasting charitable legacy.

ENDOWMENT COMMITTEE MEMBERS

Greg Luntz

Committee Chair

Paul Brady

Committee Member

Mike Gallina

Committee Member

Ray Jensen

Committee Member

Ed Lair

Committee Member

Jim McCready

Committee Member

John Wirtz

Committee Member

Jeff Eisenberg

Committee Member

Karen Brenneman

Committee Member

Maureen Ater

Committee Member

Eric Kempthorn

Committee Member