Planned Giving
YMCA Forever!
When you include the YMCA in your planned giving, you are investing in the mission and programs that you believe in for future generations. An endowment gift to the YMCA is one way you can make such a difference. By creating an endowment fund with the Santa Monica Family YMCA, or adding to our existing endowment, you can give a gift that lasts forever.
A $25,000 endowment generates a $1,000 annual gift perpetually
A $62,500 endowment generates a $2,500 annual gift perpetually
A $125,000 endowment generates a $5,000 annual gift perpetually
A $250,000 endowment generates $10,000 annual gift perpetually
Ways to Make a Planned Gift
Make an Outright Gift
Give to the YMCA’s endowment fund through cash, appreciated securities, or IRA charitable distribution.
Bequest In Your Will, Trust or Estate
Designate a portion of your will, trust or estate to the YMCA.
Name the YMCA as a Beneficiary
Name the YMCA as a beneficiary of a retirement fund, life insurance policy or charitable trust.
There are a Number of Planned Giving Options
Bequest in wills and trusts, Charitable Remainder Trusts (annuity trusts, unitrusts, wealth replacement trust), Charitable Lead Trusts, Life Insurance, Beneficiary on Retirement funds (IRA’s or 401K accounts), and Life Estate Contracts.
YMCA’s Legacy Club
Your gift can last forever.
The YMCA’s Legacy Society is comprised of individuals 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 Santa Monica Family YMCA or to support a specific program.
Individuals can qualify as a member of the Legacy Society by the following methods:
- An outright gift to the YMCA’s Endowment Fund through cash, appreciated securities or IRA distribution
- Bequest in will, living trust or estate
- Name the YMCA as a beneficiary of IRA or retirement plan, life insurance policy or charitable trust
Named Endowment Funds
With a $25,000 gift, a donor can establish a named endowment that carries on their legacy for years to come.
Memorial Funds
Memorial Funds are established when giving in memory of another. These funds are used for operational or programmatic support.
Next Steps
- Contact Caity King at 310-393-2721 x110 or Caity@ymcasm.org or Hodge@ymcasm.org to discuss endowed gifts. If you include the Santa Monica Family YMCA in your plans, please use our legal name and federal tax ID.
- Seek the advice of your financial or legal advisor.
- If you include the Santa Monica Family YMCA in your plans, please use our legal name and federal tax ID.
Organization Information
Legal name
Santa Monica Young Men’s Christian Association
Nonprofit Status
501(c)(3) Nonprofit Organization
Address
1332 6th Street, Santa Monica, CA 90401
Federal tax ID number
#95-1643380
