Making a planned gift to the Y offers a flexible and simple way to combine philanthropy with financial planning. In fact, a planned gift may help you give more to the Y than you thought possible, while still providing you or someone you designate with favorable financial and/or tax benefits. Planned gifts to the Y 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 benefit from Y services.

Your Gift Makes a Difference

• 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

For more information about leaving a legacy, contact Nancy Moore at (757) 648-8795.

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 have a lasting impact 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