THE Y FOR

SOCIAL RESPONSIBILITY

We focus our work in three key areas, because nurturing the potential of kids, helping people live healthier, and supporting our neighbors are fundamental to strengthening communities.

Is This Gift Right for You?

A pooled income fund works for YMCA of San Diego County supporters who would like to make a significant gift to us and receive income in return.

Question MarkFast Fact
Our pooled income fund is managed by investment specialists known for their experience, competence and integrity. We closely monitor its performance.

Profile of a Giver
  • You want to support YMCA of San Diego County over the long term.
  • You would like to receive income for life for yourself and possibly someone else you choose.
  • You are able to part with cash, stocks or possibly other assets today while maintaining, and possibly increasing, income received from these assets.
  • You desire immediate income tax relief.
  • You like knowing that you can easily add to the fund later, if you want to give more to support our work.
We Can Help
Contact Steve Totten at 858-292-9622x105 or stotten@ymca.org with any questions about contributing to the YMCA of San Diego County pooled income fund. We're happy to help, without obligation.


Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items

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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.