Planned Giving
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Planned Giving

You can make a difference for generations to come.


A gift to the YMCA Endowment Fund supports the Y vision beyond the needs of today. The Endowment Fund is a permanent fund whose principal is never used, but the interest income it generates supports the Y's urgently needed programs that encourage everyone to learn, grow, and thrive. It is the permanency of the Fund that makes it so vital.

How can I contribute to the Endowment Fund through planned giving?

There are several ways to include the Y as part of your financial and estate planning. Tax benefits can include an immediate charitable deduction; avoidance of capital gains tax; reduction of estate taxes, and others. As with all tax matters, please consult with your attorney and tax advisor for information specific to your situation. Read the Heritage Club Newsletter - Spring 2012.

Outright Gifts
Immediate gifts of cash, appreciated securities, real or tangible property are welcome additions to the YMCA Endowment Fund.  

Wills and Revocable Living Trusts
A gift to the YMCA by will or living trust permits you to retain all your assets during your life. Designations may be for a percentage of your estate, a specified amount or for the residue of your estate.

Charitable Remainder Trusts
Charitable trusts can provide life income to you and/or a loved one. After your lifetime(s), the trust principal passes to the YMCA Endowment. You may name other charities as principal recipients as well.  

Pooled Income Fund
A contribution to the YMCA’s Pooled Income Fund can accomplish the same preservation of life income to you and/ or a loved one, without the expense of maintaining a separate trust, by pooling assets with other donors. 

Charitable Gift Annuity
In return for tax deductible contributions, the YMCA pays a fixed life income to you and/or loved one. After your lifetime(s), the remaining balance passes to the YMCA Endowment Fund. 

Life Insurance
When the added protection of an insurance policy is no longer needed, transferring the policy’s ownership to the YMCA can result in tax benefits for you and a generous gift to the YMCA.  

Charitable Lead Trusts
If you desire to retain ownership of the trust principal to meet future financial goals for your family, but have ample income now, a charitable lead trust directs income from the trust to the YMCA Endowment Fund for the specified terms of the trust. After that period of time, the principal returns to you or your designee. 

Beneficiary Designations
You may add the YMCA as a revocable beneficiary of your qualified IRA, pension plan, bank account or insurance policy.

 

How do I get started?

We'd love to welcome you to the Heritage Club! To get started, please contact our YMCA Foundation Director, Robert Alexander. He can be reached via telephone at 419 729 8135 and via email at ralexander@ymcatoledo.org.

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