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The Heritage Society
The Heritage Society recognizes a group of extraordinarily generous friends who have included the YMCA of Greater New York in their legacy planning through a planned or immediate endowment gift. These visionary philanthropists have chosen the Y to receive support through one of several planned gift instruments including a Will Bequest, Living Trust, Insurance Policy, Charitable Gift Annuity, Lead Trust, and/or cash directed toward our endowment. We are proud to recognize those individuals helping to ensure that New York City's YMCA can continue to meet the needs of those in our great City for generations to come.
We welcome the opportunity to have a confidential conversation with you at no obligation. If you should be a member of our Heritage Society, or would like information, please reply to: firstname.lastname@example.org
Vice President, Fund Development
YMCA of Greater New York
A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.
You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to YMCA of Greater New York as a lump sum.
You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to YMCA of Greater New York as a lump sum.