heritage club - planned giving
HERITAGE Society (PLANNED GIVING) Trifold
Become a member of our Heritage Society by including the Sonoma County Family YMCA in your Living Will or Trust. Or simply name the Y as a beneficiary on a life insurance policy or IRA asset. Gifts of this nature can dramatically reduce your estate or capital gains taxes and increases the long term effectiveness of our educational and outreach programs.
The YMCA solicits bequests or gifts which may be invested as endowments to produce income to ensure the continuance of our programs and services. Gifts may be made in various ways during a lifetime or after.
Individuals and couples have qualified to become members of the Heritage Club in one or more of the following ways:
• Making an outright gift of money, securities, property, or other marketable assets to the YMCA Endowment.
• Creating a charitable remainder trust, pooled income fund, or life estate gift to benefit the YMCA Endowment.
• Naming the YMCA Endowment as a beneficiary of a new or existing life insurance policy.
• Naming the YMCA Endowment to receive a bequest in a will or living trust.
Gifts and commitments may be directed to benefit the overall work of the YMCA or designated to support a particular program. It is the commitment, rather than the amount, that is the overriding factor in qualifying for membership in the Heritage Club.
For more information, please contact Michelle Covington at (707) 708-2714.
These special friends of the YMCA gather once each year to renew old friendships, once again receive the heartfelt thanks of the association for their farsighted and concerned generosity, and to hear first-hand how current endowment funds are being used to further the work of the YMCA.