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Leaving a Legacy

Making a planned gift to the YMCA offers a flexible and simple way to combine philanthropy with financial planning. In fact, a planned gift may help you give more to the YMCA than you thought possible, while still providing you or someone you designate with favorable financial and/or tax benefits. Planned gifts to the YMCA are about planning for the future: Your future and the future of children and families. To meet your specific needs, a variety of gift options are available. While each planned gift is different, these gifts can offer significant financial or tax benefits while ensuring that future generations will enjoy the YMCA.

For more information about leaving a legacy to the YMCA of South Hampton Roads, contact Tom Marshall, Director of Major and Planned Gifts at 757-962-5519 or tmarshall@ymcashr.org.

What to Give
  • Cash
  • Stock, Mutual Fund, or Bonds
  • Real Estate
  • Retirement Plans
  • Bank, Brokerage and Other Accounts
  • Personal Property
The Heritage Society
Membership in the Heritage Society is open to those who wish to join the tradition of creating a lasting legacy. These gifts are made in a will or trust, or by making the YMCA a beneficiary of a retirement plan or insurance policy. The Heritage Society is our way of recognizing a remarkable contribution to the YMCA of South Hampton Roads that will continue to build strong kids, strong families and stronger communities for generations to come.
Benefits
  • Satisfaction that your wishes for the YMCA will continue long into the future
  • Personalized membership certificate
  • Invitations to the annual Heritage Society member event and special events
  • Reduction in estate taxes
  • Reduction in income taxes
  • Reduction or elimination of capital gains tax
Your Gift Makes a Difference and Will Help:
  • Offer programs to an ever-expanding number of children and families
  • Instill the values of caring, honesty, respect, responsibility and faith
  • Ensure the long-term financial strength of the YMCA


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Mission: To put Judeo-Christian principles into practice through programs that build healthy spirit, mind and body for all.

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