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Planned Giving

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Planned Giving

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.

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For More Information

Our planned giving staff will be happy to answer your questions and provide you more information about various gift options. Give us a call at 714-635-9622. And check with your personal tax or legal adviser about which options might be right for you.

Wills
Wills

An easy way to help the Anaheim Family YMCA increase its endowment fund is to name us in your will, after you have made sure that your family and friends are well taken care of. This has several advantages:

  • Charitable gifts made through your will are free of estate tax
  • A charitable bequest may place your estate in a lower tax bracket
  • You may specify that your bequest to the Anaheim Family YMCA be used for general purposes or for a particular area of interest (camping, or sports, for example).

Once you notify the Anaheim Family YMCA of your bequest intention, you qualify for membership in the Heritage Club

To make a bequest to the Anaheim Family YMCA, the following language will be helpful to your attorney: I give, devise, and bequeath to the Anaheim Family YMCA (a California Corporation), located at 240 S. Euclid St., Anaheim, CA 92802, (here insert the amount or percentage of money, or describe the personal property or real estate) to be used for the general purposes of said association.

Retirement Plans
Retirement Plans

Did you know that your retirement plan benefits are facing double taxation? If you leave the assets to your heirs, you’ll generate “income in respect to a decedent.” So not only is the amount diminished by estate taxes, but your heirs will also have to pay income tax on it!

A gift of your retirement plan also has several benefits:

  • Naming us the primary beneficiary avoids ALL income and estate taxes
  • Your estate gets partial savings when you give us a specific amount before giving family the remainder
  • Naming us the contingent beneficiary allows for greater flexibility
  • Donating retirement plan assets could be the most cost-effective gift you can make
Other Methods
Other Methods

There are a variety of trusts and other vehicles for making a gift from your estate to the Anaheim Family YMCA. Each has different benefits, ranging from reduced taxes to providing you and/or your heirs an income stream for life. In some cases, the benefit to making a gift actually outweighs the cost to the heirs because of the tax savings.

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