Planned Giving
Leave a Lasting Legacy with the Rockland County YMCA
When you give to the YMCA, you help build a stronger, healthier community for generations to come. Your planned gift ensures that the YMCA can continue its mission of youth development, healthy living, and social responsibility well into the future. By including the YMCA in your estate plans, you create a lasting impact that supports vital programs and services for years to come.
Ways to Leave a Planned Gift
Wills & Living Trusts
A simple and flexible way to ensure the YMCA continues its important work is by including a charitable bequest in your will or living trust. This allows you to leave a specific amount or percentage of your estate to the YMCA while maintaining control over your assets during your lifetime.
Beneficiary Designations
You can designate the YMCA as a beneficiary of your retirement plan, life insurance policy, or other financial accounts. This is an easy and flexible way to support the YMCA’s mission while ensuring your loved ones are also cared for.
Charitable Gift Annuities
A charitable gift annuity allows you to support the YMCA while receiving fixed payments for life. This type of gift provides financial security for you and potential tax benefits, all while making a lasting difference in the community.
Charitable Remainder Trusts
If you have a sizeable estate, a charitable remainder trust can provide you or your beneficiaries with income for a period of time before the remainder of the trust benefits the YMCA. This option offers tax advantages, including potential capital gains tax savings and a charitable deduction.
Charitable Lead Trusts
A charitable lead trust allows you to provide immediate support to the YMCA while ultimately transferring assets to your heirs, often with reduced estate tax implications. This type of gift provides annual income to the YMCA for a set period before the remaining assets go to your beneficiaries.
Real Estate Gifts
Donating appreciated property to the YMCA can provide tax benefits, including avoiding capital gains tax and receiving a charitable income tax deduction. You can donate property outright or retain the right to live in your home during your lifetime.
Using real estate to fund a gift allows you to preserve your cash assets, receive significant tax and income advantages and make a larger charitable gift than anticipated.
Memorials & Tribute Gifts
Honor a loved one or commemorate a special occasion by making a tribute gift to the YMCA. Your donation serves as a meaningful legacy while supporting programs that benefit the community.
Endowed Gifts
When you contribute to the YMCA’s endowment, your gift provides long-term support. Endowment funds are invested, and a portion of the earnings is used to sustain the YMCA’s mission, ensuring continued impact for future generations.
Donor-Advised Funds
A donor-advised fund (DAF) allows you to manage your charitable giving while receiving tax benefits. You can recommend grants from your fund to support the YMCA’s initiatives, helping to strengthen community programs over time.
Join the YMCA Heritage Club
The Heritage Club is a special group of individuals who have chosen to leave a planned gift to the YMCA. By becoming a member, you help ensure the YMCA remains a vital resource for future generations.
For more information on leaving a planned gift and joining the YMCA Heritage Club, please contact:
Phil Donnelly, CEO at 845 643 3062, pdonnelly@rocklandymca.org, or Erica D'Souza, Development Coordinator at 845 643 3060, edsouza@rocklandymca.org
Gifts of Cash
Making a cash donation is as simple as writing a check, or authorizing a charge on your credit card or authoring bank drafts.
Gifts of Securities
Stock that has increased in value is one of the most popular assets used for charitable giving. Call the Development office for details on how to make a gift of securities.
Gifts of Retirement Plan Assets
Your financial future will likely revolve around your retirement plan assets. To maximize the value of a retirement account, consider making a lifetime gift of its after-tax values to a tax-exempt, deferred giving plan.
Gifts of Life Insurance
Donating your life insurance could be a wonderful way to fulfill your desire to support our work. By making the Rockland County YMCA the beneficiary of an existing policy, you make good use of your resources and expand your ability to make a significant gift.
Bequest
Consider naming the Rockland YMCA in your will or trust.
Matching Gifts
Many employers match charitable contributions made by their employees and in some cases will also match donations made by spouses, retirees, and board members.
The Rockland YMCA is a non-profit, 501(c)3 social service organization.
We provide a wide variety of programs and services for people of all ages and abilities. No one is ever turned away for inability to pay.
For more information contact:
Phil Donnelly CEO, 845 643 3062 PDonnelly@rocklandymca.org
Erica D'Souza Development Coordinator, 845 643 3060 EDsouza@rocklandymca.org