Planned giving is a powerful way to make a difference and leave a lasting legacy. Your planned gift to the YMCA will ensure it’s life-changing to impact future generations.
Anyone who makes a planned gift to the Anaheim Family YMCA becomes a member of our exclusive Heritage Club. Members will receive an invitation to the annual Heritage Club Dinner, recognition in the YMCA Annual Report and the Heritage Club programs, membership memento, and courtesy mailings of YMCA publications.
Being a Heritage Club member is important because:
- It generates a stable flow of charitable income to secure YMCA programs for future generations
- It promotes long-term planning to help maintain vital YMCA programs
- It protects principal amounts, even during economic fluctuations
Types of Planned Giving
Endowments can be made by either an outright gift of cash or other property, or through the use of planned giving techniques. Planned giving involves including the Anaheim Family YMCA in your overall financial and estate plan. This can often lead to substantial benefits to both the donor and the Y, including reducing or eliminating income, estate, capital gains, and gift taxes.
There are many different types of planned gifts – some offer an income stream to you for life, others may help you control the method or timing in which assets are passed to your heirs. Check with your tax or legal adviser to find out which one might be right for you.