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Planned Giving

An Investment in YMCA Southcoast’s Future

When donors give to the Y, they continue to strengthen our community.By making a planned gift to YMCA SOUTHCOAST you gain financial and tax benefits for you and your family while helping to ensure that the Y’s programs and services will remain open to all well into the future.  As the nation’s leading non-profit, the Y uses planned gifts to not only build our endowment but to ensure that thousands of individuals and families will grow stronger and healthier in mind, body and spirit.

Below are various forms of charitable gift plans to consider. We would be delighted to work with you and your advisors in arranging planned gifts that best suit your family, financial, and philanthropic objectives.For more information about planned giving or donations to the endowment, please click on the “+” sign below.

Heritage Club

The Heritage Club is made up of friends of the Y who are committed to furthering the mission of YMCA SOUTHCOAST for years to come. Through their generous contributions, these individuals have given us the means to maintain long-range financial stability. This ensures that our programs and traditions will continue to impact future generations.

YMCA Southcoast invites you to join this special group of like-minded individuals who have the foresight to invest in the future of children and families within our communities by making a planned gift.  The members of the club include individuals who have made a contribution to YMCA SOUTHCOAST through a planned gift or an outright gift to the Y’s endowment fund of at least $1,000.

Becoming a Heritage Club member is the strongest statement of support to the mission that a friend of the Y can make. Consider your own legacy by contributing.    If you are interested in receiving information on becoming a Heritage Club member, please contact Robyn Branco, Director of Mission Advancement at 508.996.9622 x 128 or rbranco@ymcasouthcoast.org.

“We should so live and labor in our times that what came to us as seed may go to the next generation as blossom, and what came to us as blossom may go to them as fruit. This expresses the true spirit in the love of mankind.” – Henry Ward Beecher

Types of Gifts

There are several ways to include the Y as part of your financial and estate planning. Tax benefits can include an immediate charitable deduction; avoidance of capital gains tax; reduction of estate taxes, and others. As with all tax matters, please consult with your attorney and tax advisor for information specific to your situation.

Outright Gifts

Immediate gifts of cash, appreciated securities, real or tangible property are welcome additions to the Y’s Endowment Fund.

Wills and Revocable Living Trusts

A gift to the Y by will or living trust permits you to retain all your assets during your life. Designations may be for a percentage of your estate, a specified amount or for the residue of your estate.

Charitable Remainder Trusts

Charitable trusts can provide life income to you and/or a loved one. After your lifetime(s), the trust principal passes to the Y’s Endowment Fund.

Charitable Gift Annuity

In return for tax deductible contributions, the Y pays a fixed life income to you and/or loved one. After your lifetime(s), the remaining balance passes to the Y’s Endowment Fund.

Life Insurance

When the added protection of an insurance policy is no longer needed, transferring the policy’s ownership to the Y can result in tax benefits for you and a generous gift to YMCA SOUTHCOAST.

Charitable Lead Trusts

If you desire to retain ownership of the trust principal to meet future financial goals for your family, but have ample income now, a charitable lead trust directs income from the trust to the Y’s Endowment Fund for the specified terms of the trust. After that period of time, the principal returns to you or your designee.

Beneficiary Designations

You may add YMCA SOUTHCOAST as a revocable beneficiary of your qualified IRA, pension plan, bank account or insurance policy.

How do I get started?

We’d love to welcome you to the Heritage Club! To get started, please call or email Robyn Branco,  Director of Mission Advancement at rbranco@ymcasouthcoast.orgor 508.996.9622 x128.

Attorney and Advisor Information

YMCA SOUTHCOAST welcomes the opportunity to work with you and your clients to identify tax-wise ways to support the Y’s nonprofit mission. Please contact us directly for information or confidential help.

Legal Name

All charitable gifts should be directed to “YMCA SOUTHCOAST, INC.” Also, please indicate whether the gift is for YMCA SOUTHCOAST or one of our Branches – New Bedford YMCA, Mattapoisett YMCA, Gleason Family YMCA (Wareham), Dartmouth YMCA, Fall River YMCA, Stoico/FIRSTFED YMCA (Swansea), and if the gift is for general purposes or should be restricted to a particular project or program.

Tax ID Number

YMCA SOUTHCOAST is a 501(c)(3) not-for-profit organization; Tax ID#: 04-2104749.

Bequest Form

Bequest Form