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LEGACY GIFTS

CREATE A MEANINGFUL LEGACY, JOIN THE HERITAGE CLUB

The YMCA of the Fox Cities Heritage Club Members are friends of the Y who are committed to preserving the heritage of the Y for years to come. Through their generous contributions, these people have given the Y the means to maintain long-term financial stability, which ensures that our programs, traditions and mission will continue for future generations.

Becoming a member of the Heritage Club involves a commitment, which now, or in the future, will add to the YMCA's Endowment Fund. The endowment's principal remains intact while the earned income is distributed in full or partial to support the work of the association and the Y branches. A designated planned gift will subsidize and diversify financial resources and help fund the future.

Your legacy gift will:

  • Offer programs to an ever-expanding number of children and families
  • Instill the values of caring, honesty, respect, and responsibility
  • Ensure the long-term financial strength of the Y
  • Make a community impact for generations to come

The Y recommends that donors seek the advice of their legal and/or financial advisors when deciding upon a planned gift.

Making a planned gift to the Y offers a flexible and simple way to combine philanthropy with financial planning. In fact, a planned gift may help you give more to the Y than you thought possible, while still providing you or someone you designate with favorable financial and/or tax benefits. Planned gifts to the Y are about planning for the future; your future and the future of children and families. 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 Y services.

To set up your Legacy Gift, contact:

Jan Davey
Vice-President Resource Development
920.954.7637

EMAIL JAN

 

Amy Carpenter
Resource Development Analyst
920.882.3686

EMAIL AMY