OUR MISSION:
I WANT
Goals and Gifts
Whether you want to eliminate taxes or benefit from an increased income stream, there is a gift to fit every objective. And no matter how or what you give, rest assured that you will be helping a cause close to your heart. The following chart details a gift vehicle for every goal.
Browse the options below then call contact our Community Development Director, Brian Collins at bcollins@mtrymca.org or 920.482.1529 to begin the process of fulfilling your wishes.
Make a quick and easy gift...
OUTRIGHT GIFT
Donate cash, securities or personal property and benefit from an income tax deduction and avoid any capital gains tax.
Make a revocable gift during your lifetime...
LIVING TRUST
Name us beneficiary of assets in a living trust and keep control of the trust of your lifetime and benefit from possible estate tax savings.
Defer a gift until after your lifetime...
BEQUEST IN WILL
Name us in your will and your donation is exempt from federal estate taxes.
Make a large gift with little cost to yourself...
LIFE INSURANCE GIFT
Give a policy with us as owner and beneficiary and recieve a current income tax deduction and possible future deductions.
Avoid the twofold taxation on retirement plan assets...
RETIREMENT PLAN GIFT
Name us as beneficiary of the remainder of the assets after your lifetime and avoid heavily taxed gifts to heirs, alowing other, less costly gifts to heirs.
Avoid capital gains tax on the sale of a home or other real estate...
REAL ESTATE GIFT
Donate the property to us, or sell it to us at a bargain price and receive immediate income tax deduction and avoidance of capital gains tax.
Give your personal residence or farm, but continue to live there...
RETAINED LIFE ESTATE
Designate the ownership of your home to us, but retain occupancy while receiving a charitable income tax deduction and lifetime use of the home.
Secure a fixed and often increased income...
CHARITABLE REMAINDER ANNUITY TRUST
Create a charitable trust that pays you a set income annually and receive an immediate income tax deduction and a fixed income for life.
Create a hedge against inflation over the long term...
CHARITABLE REMAINDER UNITRUST
Create a trust that pays a percentage of the trust's assets, valued annually and receive an immediate income tax deduction along with an annual income for life that has potential to increase.
Supplement income with fixed annual payments...
CHARITABLE GIFT ANNUITY
Enter a contract with us, in chich we'll pay you fixed payments annually and receive current and future savings on income taxes along with fixed payments to you for life.
Reduce gift and estate taxes on assets passing to heirs...
CHARITABLE LEAD TRUST
Create a trust that pays a fixed or variable income to us for a set term, and then passes to heirs and receive reduced size in taxable estate, keeps property in family, often with reduced gift taxes.
The YMCA is a nonprofit organization whose mission is to put Christian principles into practice through programs that build healthy spirit, mind and body for all.


