The Legacy Club is an association of friends of the YMCA from all across the country. Like you, these people seek to ensure that the future needs of our youth are met by including their
local YMCA in their estate plans. This planning might include a will, charitable gift annuity, a trust arrangement, a real estate gift, or a life insurance policy.
A Foundation for the Future
Your gift to the YMCA makes our mission possible, ensuring that no one is turned away due to an inability to pay. You're support through a planned gift will ensure that future generations of
our children will have the opportunity to live successful lives in a safe, positive, and healthy environment. Gifts and commitments may be directed to benefit the overal work of the Y, or can
be designated to support a particular program.
Benefits of membership:
Inclusion in future Legacy Club events
Addition to our Legacy Club list on our website and in the Southwood facility
Annual publications that let you know how your support is helping to change your neighbors' lives
Make a Planned Gift
Make a provision for a bequest to the YMCA in your will or revocable living trust. Gifts to the Y through wills or living trusts may include specific property, a dollar
amount or a percentage of your estate or trust property. "I give to the SLO County YMCA, the sum of ($) or percent of (%) of the remainder of my estate for its general charitable
purposes.”
Designate the YMCA as a beneficiary of retirement assets or insurance policies. Making a gift of a life insurance policy, or designating the Y as a beneficiary of a
life insurance policy or retirement plan, may allow a sizeable gift to the Y with a minimal cost and the potential for tax saving.
Create a charitable gift annuity. A charitable gift annuity allows for a significant gift to the Y while providing fixed payments to the donor and/or loved
ones.
Create a charitable remainder trust, pooled income fund, or life estate gift to benefit the Y.
Have you let the us know that the Y is part of your personal planned giving?
Download our Legacy Club Gift Information Form and return it to the Y at your earliest convenience. That way we can make sure to include you in all of the Legacy Club's benefits!
