Become a Member of our Heritage Club

 

Together, we can build stronger, more inclusive communities, provide support for families and promote positive change overall. You can impact generations to come by becoming a member of the Heritage Club.

Since the Young Men's Christian Association of the Suncoast, Inc. (DBA YMCA of the Suncoast) was founded in our community in 1957 thousands of our neighbors and friends have personally benefited from the Y's commitment to strengthening community.

The YMCA board of directors has created an endowment fund and Heritage Club honoring those who have made a commitment to provide for the future of our YMCA through their estate plans.

Heritage Club members, by their current or planned gift, ensure that the values of caring, honesty, respect, and responsibility endure and that Y programs will positively impact our community for generations to come.

To discuss becoming a member of the Heritage Club, please contact Joanna Castle at jcastle@suncoastymca.org. If you would like to have a confidential conversation regarding this decision, please contact our Philanthropy Advisor, W. Ben Prewitt at 727-467-9622 or bprewitt@suncoastymca.org.

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Common Estate Plan Donation Types

WILL AND TRUST

Include a bequest in your will or living trust to the YMCA of Suncoast. Contact our philanthropy team bprewitt@suncoastymca.org for sample language to include in your documents.

IRA CHARITABLE ROLLOVER OR QCD

Donate up to $100,000 per year from your IRA directly to the Y without having to pay income taxes on the money. Donors must be at least age 70.5 to take advantage of this benefit.

CHARITABLE GIFT ANNUITIES

Provides you with regular payments and allows us to further our work. Receive a variety of tax benefits, including a federal income tax charitable deduction when you itemize.

CHARITABLE REMAINDER TRUSTS

Potential for partial charitable income tax deduction. Potential for increased income. Up-front capital gains tax avoidance. Payments can be set up as annuity trusts or unitrusts.

BENEFICIARY DESIGNATIONS

Name YMCA of the Suncoast as a beneficiary to receive assets such as retirement plans and life insurance policies.

REAL ESTATE

Donating appreciated property you have held longer than one year can qualify you for a federal income tax charitable deduction and avoid capital gains tax. Deed the property directly to YMCA of the Suncoast or add language in your will or trust agreement.

DONOR ADVISED FUNDS

Provides flexibility to recommend how much and how often money is granted to the Y. Recommend a grant now for an immediate impact or use your fund as a tool for future charitable gifts.

Let Us Know You're Interested


Tax Information for Charitable Giving

Legal name: Young Men's Christian Association of the Suncoast, Inc.
Address: 2469 Enterprise Road, Clearwater, FL 33763
Federal tax ID number (EIN): 59-0810731

Frequently Asked Questions Related to Our Heritage Club

Estate Plan Donation Consideration

By making a planned gift to the Y, you can continue to create a healthier and stronger community for years to come. And, we’d love to thank you by welcoming you into The Heritage Club, a group of dedicated supporters who have included the YMCA in their estate plans, and are recognized throughout the year for their generosity. 

We welcome the opportunity to have a confidential conversation with you at no obligation. Contact our Philanthropy Advisor, W. Ben Prewitt at 727-467-9622 or bprewitt@suncoastymca.org.

We hope you will give serious consideration to joining our Heritage Club and helping to ensure that the Y will continue to make a strong impact in the lives of community members for generations to come.

Established Estate Plan Donors

Please let us know if you have already made a provision for the Y in your estate plans and would like to be recognized as a Heritage Club member.

Estate Planning Resources


Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.