Heritage Club - Planned Giving

The Heritage Club is a group of individuals that have remembered the YMCA in their estate, for the long-term preservation of the YMCA.

You can join the Heritage Club by making a planned gift to the YMCA, or by making an outright gift of $1,000 or more to the YMCA's endowment. 

Depending on the specific arrangement, a planned gift to the YMCA can create the following benefits:

• Income tax savings through a charitable deduction for the value of the gift;
• Avoidance of capital-gains tax on contributions of certain kinds of property (stock and real estate for example) that have increased in value over time;
• Income for life, for the donor and/or other beneficiaries;
• Elimination of federal estate tax on the value of a gift passing to the YMCA upon the donor's death;
• Reduced estate settlement costs.

Click here to learn more about Planned Gifts the YMCA accepts.

If you would like to learn more, or need assistance please contact:

Serena Kelsch
Financial Development Director
Serena.Kelsch@ciymca.org
(805) 569-1103 x21