Planned Giving
What Are Anchors of the Community?
Anchors of the Community is the Santa Monica Family YMCA’s legacy giving program—an opportunity to make a lasting difference through a gift that secures the Y’s mission for generations to come. Just as an anchor holds steady through storms, your legacy will ensure the Y remains strong, safe, and welcoming for all—forever.
Why Give to the Endowment?
- Protect the Y for the Future: Your planned gift sustains our programs—youth development, water safety, health equity, and more—for generations.
- Build a Stronger Community: Endowment gifts uphold the values of equity, belonging, and access—foundations for a thriving Santa Monica.
- Leave a Legacy That Reflects You: Through your gift, your values become a permanent part of our Y’s story.
How to become an Anchor?
You can become an Anchor by including the Santa Monica Family YMCA in your:
- Will or living trust
- Retirement plan or IRA
- Life insurance policy
- Donor-advised fund or charitable trust
- Gift of stock, property, or securities
Anchors in Community - Member Benefits
- Invitation to annual events
- Personalized stewardship from our CEO
- Recognition on our legacy honor roll (optional anonymity)
- A permanent place in the Y’s story
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
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Have questions about transfering appreciated securities or an IRA charitable distribution?
Reach out to us!
Hodge Patterson, CEO
hodge@ymcasm.org
Caity King, Director of Mission Advancement
caity@ymcasm.org
Bequest in Your Will, Trust, or Estate
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Bequest Language (Will or Living Trust)
“I give to the Santa Monica Family YMCA, a nonprofit corporation located at 1332 6th Street, Santa Monica, CA 90401, Federal Tax ID #95-1643373, the sum of $_____ (or ___% of my estate) to be used for its general endowment purposes.”
Name the YMCA as a Beneficiary
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Retirement Plan or Insurance Gift: “Santa Monica Family YMCA, Tax ID #95-1643373” can be named as a full or partial beneficiary of your IRA, 401(k), life insurance, or other retirement plan. Contact your plan administrator to designate a percentage or specific amount.
Residual Bequest Sample Language: “I give the residue of my estate to the Santa Monica Family YMCA, Tax ID #95-1643373, to support its endowment and mission.”
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: Anchors of the Community
Your gift can last forever.
Anchors of the Community is a society 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.
To become an Anchor of the Community, you may qualify through 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
“An anchor keeps you grounded. Your gift keeps the Y strong.”
Join the Anchors of the Community and leave a legacy of hope, health, and heart.
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 us to discuss endowed gifts. If you include the Santa Monica Family YMCA in your plans, please use our legal name and federal tax ID.
- Hodge Patterson, CEO, hodge@ymcasm.org
- Caity King, Director of Mission Advancement, caity@ymcasm.org
- 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.
Anchored in Community Since 1927
Since 1927, our Y has been an anchor for our coastal communities, a proud legacy of care, connection, and hope for an exciting future.
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
#95-1643373
