Planned Giving

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Make a Big Impact With a Future Gift

The Butler County Family YMCA has been serving our community for more than 130 years. You have the power to ensure that YMCA programs are accessible to everyone in our community for generations to come. Whether you want to benefit us after your lifetime, arrange a gift that pays you income, or start making an impact today, we can help you find the charitable plan that meets your needs.

Ways to Give

Wills and Living Trusts

You want to leave money to the Butler County Family YMCA in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both. Your gift may be a specific dollar amount, a percentage of your estate or the remainder after all other provisions are specified. 

Beneficiary Designations

Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using: 

  • IRAs and retirement plans
  • Life insurance policies
  • Donor advised funds
  • Commercial annuities

It is very simple to name the Butler County Family YMCA as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.

Give from your IRA

If you are 70½ years old or older, you can take advantage of a simple way to benefit the Butler County Family YMCA and receive tax benefits in return. You can give any amount up to $100,000 per year from your IRA directly to a qualified charity such as ours without having to pay income taxes on the money. This popular gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution, or QCD for short.

Why Consider This Gift?
  • Your gift will be put to use today, allowing you to see the difference your donation is making.
  • You pay no income taxes on the gift. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions.
  • If you are at least 72 years old and have not yet taken your required minimum distribution for the year, your gift can satisfy all or part of that requirement.
  • Since the gift doesn’t count as income, it can reduce your annual income level. This may help lower your Medicare premiums and decrease the amount of Social Security that is subject to tax.

More ways to give:

  • Memorials and Tribute Gifts
  • Real Estate
  • Endowed Gifts
  • Donor Advised Funds
  • Charitable Lead Trusts
  • Appreciated Securities

Interested in learning more about planned giving?

Fill out the form below to be contacted by our Development team. 

Name:
Email Address:
Phone Number:
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You may also contact:

Jill Zoria, Director of Marketing Strategy & Development

Email   Phone

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.

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