The Regional YMCA as an integral part of your Estate Planning


The Heritage Club coat of arms is a symbol of faith in the Regional Y’s future. It stands for the enlightened concern of people who have felt and seen the impact of the Y on nearly 20,000 lives yearly. It is a reminder of the mission and purpose of the Y and the desire of Heritage Club members to see that the Regional Y continues to influence and serve.

You are invited to become a member.

 

Because of your interest and support of the Regional Y you are invited to join the Heritage Club. This special group of men and women believe in the mission and purpose of the Regional Y and want to ensure that this Heritage is continued for future generations.

The Regional Y Heritage Club is a program to build long range financial stability for the Y. This is not an appeal for funds now, but a request that you include the Regional Y in your long-range plans. By doing this now there will be a significant tax advantage when your estate is probated


Anyone may qualify for membership in the Regional Y’s Heritage Club by;

Making or revising a will directing a percentage, a fixed amount, or through a contingency statement, an eventual gift to the Regional YMCA of Western Connecticut.
Naming the Regional YMCA of Western Connecticut a primary or secondary beneficiary of a new or existing insurance policy or a private annuity.

Explore charitable giving options;

If you want to help shape the Regional Y’s future after your lifetime, there are several ways you can do this in your will. Here are some suggestions:

You can give us a sum of money. This kind of bequest is very popular because an unrestricted gift allows us to use the funds where they are most needed.
You can give us a share of what is left in your estate after other obligations are met.
You can make a contingent bequest. That is, you give part of your estate to some individual if that person survives you, but if not, then to the Regional Y.
You can create a trust to pay an income to your spouse or other relative for life, and designate the remaining principal for the Regional Y.

Often a charitable gift is given in memory of someone – either the donor or a person loved by the donor. We are pleased to honor such a request.

In all probability you now have a will. To include the Regional YMCA of Western Connecticut, a Codicil can be added to an existing will, and is easily done.

Please contact Marie Miszewski or call (203) 740-3432 - ext. 219 for further information.