Planned Giving is a process of charitable, legal, financial, and tax planning that enhances your philanthropy and enables you to address other financial and estate planning issues while making a gift. Planned gifts include life income plans (pooled income funds, annuities, and remainder trusts), as well as lead trusts, bequests, real estate, tangible personal property, closely held stock, life insurance, and gifts of a remainder interest in a home. Each gift option offers various benefits. The Planned Giving Office will be happy to assist you in exploring the various options and your personal benefits.
Before you start planning the details of your gift, think about the results you want to achieve. Perhaps you want to provide children in need with the same summer camp opportunities you received. Or maybe you are interested in helping a parent that was laid off afford health services that will reinforce their optimism and tenacity. Perhaps it is simply important to you to give back to an institution that had a profound impact on your life, or to involve your family in a charitable cause that they can nourish together for generations to come. Planned giving at the Y will help people from all walks of life live happier, healthier and more connected.