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Heritage Club...Preserving the Mission

The YMCA of Greater Seattle is committed to strengthening the foundations of community through our focus on YOUTH DEVELOPMENT, HEALTHY LIVING and SOCIAL RESPONSIBILITY. Your commitment to Heritage Club membership is the strongest statement of support that a friend of the Y can make.

How Can You Become a Member?
The Heritage Club is composed of individuals who have made an outright gift or notify the Y that they have provided for a future planned gift, whether large or small, to the Y's endowment fund in one of the following ways:

What are the Benefits of Membership?
The Heritage Club is a way for the Y to thank and recognize donors during their lifetime for demonstrating their commitment to preserving the mission By notifying the Y when you make a planned gift you will be able to receive the benefits of membership and encourage other friends of the Y to consider making their own future gifts to the endowment. As always we will respect the wishes of donors who desire to be anonymous. Benefits include:

  • Your name will be listed in the Y's Heritage Club Membership Roster (unless you prefer to be anonymous).
  • You will be invited to the Heritage Club events.
  • You will receive information about YMCA programs that interest you, and have the opportunity to meet staff and participants from these programs.
  • You and your advisor(s) can consult with gift planning staff in order to ensure the best match between your charitable intentions and the Y's needs.

Complete the Heritage Club Member Information Form and become a member today!

More Information or Gift Notification
If you need more information about making a future gift to the endowment, or have already made a gift and want to inform the Y, please contact:

Suzette Armatas
Senior Director of Philanthropy
YMCA of Greater Seattle
206 587 6110

eBrochure Request Form

Please provide the following information to view the brochure.

Donate to the Y | YMCA of Greater Seattle | Seattle, WA

A charitable bequest is one or two sentences in your will or living trust that leave to YMCA of Greater Seattle a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to YMCA of Greater Seattle, a nonprofit corporation currently located at Seattle, WA, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the Y or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

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 give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

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 the Y 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 the Y as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the Y where you agree to make a gift to the Y and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.