LEAVING A LEGACY
Planned Financial Gifts
Making a planned gift to the YMCA offers a flexible and simple way to combine philanthropy with financial planning. Planned gifts to the Y are about the future; your future and the future of children and families in our community. 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 the life-changing programs of the Wabash County YMCA
For more information about leaving a legacy to the Wabash County YMCA jdriskill@wabashcountyymca.org.
The Heritage Club​
The Heritage Club is available 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 Wabash County YMCA a beneficiary of a retirement plan or insurance policy. The Heritage Club is the YMCA’s way of recognizing a remarkable contribution to the Wabash County YMCA with the mission of giving everyone in our community the opportunity to learn, grow and thrive.
What to Give
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Cash
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Stock, Mutual Funds or Bonds
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Real Estate
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Retirement Plans
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Bank, Brokerage or other Accounts
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Personal Property
Long Term Benefits
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Reduction in estate taxes
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Reduction in income taxes
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Reduction or elimination in capital gains taxes
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Ensuring the long-term financial stability of the YMCA
