Preserving the heritage of the Y for future generations
The YMCA of the Fox Cities Heritage Club members are friends of the Y who are committed to preserving the heritage of the Y for years to come. Through their generous contributions, these people have given the Y the means to maintain long-range financial stability, which ensures that our programs, traditions and mission will continue for future generations.
Becoming a member of the Heritage Club involves a commitment, which now, or in the future, will add to the YMCA's Endowment Fund. The endowment's principal remains intact while the earned income is distributed in full or part to support the work of the association and the YMCA branches. A designated planned gift will subsidize and diversify financial resources and help fund the future.
Common Gift Vehicles
Create your own legacy! There are many ways to make a significant impact on the Y's future.
CASH Make an immediate donation and take a charitable deduction as provided by law.
WILLS Include the YMCA of the Fox Cities in a will and reduce estate taxes. Fixed amounts, specific assets or percentages of the estate may be specified. Another option is to name the Y as the recipient of the remainder of an estate after all other expenses and specified contributions.
APPRECIATED ASSETS Contribute appreciated assets, such as stock, real estate or personal property to the YMCA of the Fox Cities and receive a charitable deduction equal to the current value of the assets without capital gains tax.
EXISTING LIFE INSURANCE Purchase a life insurance policy naming the YMCA of the Fox Cities as the beneficiary, and take a charitable deduction equal to the premium amount. Several plans are available in which a new policy can be fully paid in a period of five to seven years.
TRUSTS Establish a Charitable Remainder Trust and you receive an immediate, federal income tax deduction for the present value of the assets expected to pass to charity, plus a lifetime payment stream.
Planned gifts may be directed to the YMCA of the Fox Cities and can be restricted for the benefit of a branch or a specific program. The YMCA of the Fox Cities is a 501(c)3 nonprofit organization and your gift is tax deductible. All contributions to the YMCA of the Fox Cities stay local.
(The Y recommends that donors seek the advice of their legal and/or financial advisors when deciding upon a planned gift.)