Planned Giving | YMCA DC

IRA’s & Retirement Plans

IRA’s and Retirement Plans How it works: If instead of another person, you gift your IRA distribution to a YMCA, you can claim a deduction for your gift. The deduction is an itemized deduction, so in order to take advantage of the tax break, you have to forgo your standard deduction. However, the deduction is […]


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Life Insurance

Life Insurance How it works: Donors can make a sizable face value gift for a minimal outlay of cash. May give an existing policy ( fully paid, partially paid or a new policy) Naming the YMCA as beneficiary. Upon the donor’s death, the YMCA will receive all or portions designated from the policy. The donor […]


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Deferred Gifts

Deferred Gifts How it works: Charitable Lead Trust your heir will benefit with lower tax rate and the charity receives an annual payment Confer with your accountant, tax advisor or wealth manager


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Bequest

Bequest How it works: You include a bequest provision in your will or revocable trust At your death, the YMCA Metropolitan Washington (or designated program or branch) receives the bequest you specified


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Real Estate

Real Estate How it works: Real estate is donated or by bequest, reviewing the real estate checklist. Acceptance is subject to the approval of the Board of Directors Benefits You may change your bequest or trust designation at any time You control the funding property during your lifetime Your bequest or trust designation will not […]


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Stock

Stock – Appreciated stock publically traded or closely held stock How it works: It can be sold by a broker or owner Ascertain fair market value ( i.e. Wall Street Journal) After it is sold the assets are transferred to the YMCA


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Planned Giving

  A financial gift to the YMCA allows us to continually find new ways to build thriving communities. A planned gift to the Y will continue this work for generations. If you are interested or have any questions regarding the options above, please contact Genette Comfort, Vice President of Philanthropy via email at [email protected] or […]


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