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.

YMCA OF SAN DIEGO COUNTY • GIVING
PLANNED GIVING

YMCA PLANNED GIVING

Welcome to the Planned Giving web site for the YMCA of San Diego County. Just what is a Planned Gift? Generally speaking, a “planned gift” is a means through which a charitable gift is committed to a charity through a donor’s estate plan that comes to fruition after the lifetime of the donor. Usually one of the following methods is used:

  • Provision in one’s will or revocable trust.
  • Life insurance plan beneficiary designation.
  • Retirement plan beneficiary designation.
  • Life estate gift (remainder interest in real property).

Some gift planning vehicles, called life income gifts, provide income during one’s lifetime, tax benefits, and pass onto the charity after the donor’s lifetime. Examples of these gift vehicles include:

  • Pooled Income Fund..
  • Charitable Gift Annuity.
  • Charitable Remainder Trust.
  • Charitable Lead Trust.

The YMCA of San Diego County Established the YMCA Heritage Club to recognize individuals and families who have designated a gift through their estate to benefit the YMCA Endowment Fund on behalf of the association and/or one of its branches and/or programs.

For additional information about gift/estate planning please contact our Office of Planned Giving at 858-292-9622x105 or email Steve Totten, Vice President Planned Giving at stotten@ymca.org


Articles & Resources

There is a vast library of articles and resources at your disposal. Follow the links below to browse the content. Great information is provided and updated on a regular basis!


Heritage Club

Preserving the Heritage of the YMCA for future generations.

The YMCA Heritage Club is comprised of individual and families who believe strongly in the mission of the YMCA and help to preserve the good work of the YMCA through a direct gift or planned gift to the YMCA Endowment Fund. Gifts to the Endowment Fund may be made on behalf of the YMCA of San Diego County; one or more branches, or to support a specific program.

Annual Heritage Club Dinner

Each year, during the month of October, the YMCA of San Diego County hosts its Annual Heritage Club Dinner. The dinner is an opportunity for Heritage Club members throughout the county to renew old friendships, meet new members, and to be updated on the good works of the YMCA and the status of its Endowment Fund. New Heritage Club members are introduced and receive the YMCA’s Heritage Club memento.

Common Gift Vehicles

  • Bequests through a Will or Living Trust
  • Life Insurance beneficiary
  • IRA or Retirement Plan beneficiary
  • Charitable Gift Annuity
  • Pooled Income Fund
  • Charitable Remainder Trust
  • Reserved Life Estate

Planned gifts may be directed to the YMCA of San Diego County and can be restricted for the benefit of a branch or a specific program. For more information, contact the Office of Planned Giving at (858) 292-9622 ext.105.

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