Planned Giving

Your Gift Matters

Including the Foothills Area YMCA in your estate plan fosters healthier, more connected communities. Your generosity ensures we can serve our neighbors well into the future.​

Types of Gifts

  • Wills & Living Trusts (Bequests): By naming the Foothills Area YMCA in your will or living trust, you help secure our mission for years to come.
  • Beneficiary Designations: Designate the YMCA as a beneficiary of your retirement accounts, life insurance policies, donor-advised funds, or commercial annuities for increased flexibility.
  • Qualified Charitable Distributions (QCDs): If you’re 70½ or older, you can donate up to $108,000 annually from your IRA directly to a qualified charity like the YMCA, excluding the amount from your taxable income. 
  • Donor-Advised Funds (DAFs): A DAF is a charitable giving account that allows you to make a charitable contribution, receive an immediate tax deduction, and recommend grants to charities over time. 
  • Charitable Gift Annuities: Make a gift to the YMCA and receive fixed annual payments for life, with potential tax benefits.
  • Charitable Remainder Trusts: Transfer assets into a trust that provides you or other named individuals with income for life or a set term, after which the remaining assets benefit the YMCA.
  • Memorials and Tribute Gifts: Honor a loved one or celebrate a special occasion by establishing a gift that supports our mission.
  • Real Estate: Donate property to the YMCA, potentially qualifying for tax deductions and relieving yourself of property maintenance costs.
  • Endowed Gifts: Contribute to our endowment to provide lasting support, with a portion of the investment’s annual income addressing immediate needs.
  • Gift of Stock: Donating appreciated securities, such as stocks or mutual funds, is a tax-efficient way to support the YMCA. You may avoid capital gains tax while receiving a charitable deduction for the fair market value of the stock at the time of the gift.

By considering these options, you can create a lasting impact on our community through the Foothills Area YMCA.

Please note, some of the information on this page has been adapted from sources such as the IRS, Vanguard, and Fidelity Charitable to provide general guidance. Please consult a financial advisor or tax professional for personalized advice.

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PLANNED GIVING INTENTION FORM

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Gift of Stock

There are three primary methods for making gifts of stock to the Foothills Area YMCA; (1) transfer stock through your brokerage account to the YMCA brokerage account, (2) delivery of stock certificates and (3) reissuance of stock certificates into the name of the Foothills Area YMCA. Please click here for more information.

Wills & Living Trusts

Beneficiary Designations

Giving from your IRA

You can leave money to the Foothills Area YMCA in your will. This type of donation in your will or living trust helps ensure that we continue our mission for years to come.
This provides increased flexibility by using:
  • IRAs and retirement plans
  • Life insurance policies
  • Donor advised funds
  • Commercial annuities
Make a difference today and save on your taxes. Some of the benefits of this type of giving are:
  • Your gift will be put to use today, allowing you to see the difference your donation is making
  • Your gift does not count as income, and it can reduce your annual income level

Charitable Gift Annuities

Charitable Remainder Trust

Memorials and Tribute Gifts

With a charitable gift annuity, you agree to make a gift to the Foothills Area YMCA and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life. The balance is used to support our work. This type of donation can provide you with regular payments for life and allow the Foothills Area YMCA to further our mission. You can also qualify for a variety of tax benefits, including a federal income tax charitable deduction if you itemize.
If you have built a sizable estate and also are looking for ways to receive reliable payments, consider a charitable remainder trust. This type of trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create. At the end of the trust term, the balance in the trust goes to the Foothills Area YMCA. These types of gifts may offer you tax benefits and the option for income.

If you have a loved one who has been impacted by the Foothills Area YMCA, establishing a memorial or tribute gift is a meaningful way to honor them or celebrate a special occasion, such as a birthday, while supporting our mission. Your memorial or tribute gift will extend the legacy of your loved one and will make a difference.

Real Estate

Endowed Gifts

Donor Advised Funds

Want to make a gift to the Foothills Area YMCA without touching your bank account? Consider giving us real estate, such as a personal residence, vacation home, farm, commercial property or undeveloped land. Such a generous gift helps us continue our work for years to come. And a gift of real estate also helps you. When you give the Foothills Area YMCA appreciated property you have held longer than one year, you qualify for a federal income tax charitable deduction and you may minimize or eliminate capital gains tax. And you no longer have to deal with that property’s maintenance costs, property taxes or insurance.

An endowment gift to the Foothills Area YMCA today provides a brighter picture for our future. When you make a donation to an endowment, you give a gift with both immediate and long-term benefits. Endowment donations are invested. A portion of the annual income from the investment is used to address immediate needs at the Foothills Area YMCA. The remaining funds are reinvested to ensure indefinite support.

A donor advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to the Foothills Area YMCA and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts. You can also create a lasting legacy by naming the Foothills Area YMCA the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations.

Charitable Lead Trust

Appreciated Securities

If you want to make an impact now at the Foothills Area YMCA and also provide for your family later, consider setting up a charitable lead trust. You transfer cash or other assets to a trust that makes payments to the Foothills Area YMCA for a period of time. When the term is up, the remaining trust passes to your family or other beneficiaries you select.

Securities and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to the Foothills Area YMCA. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself. When you donate appreciated securities or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.