Planned Giving

Leave a legacy in your community with a planned gift to the Y.


When donors give to the Y, they continue to strengthen our community. A planned gift ensures that the Y's programs and services will remain open to all in the future. As the nation's leading non-profit for youth development, healthy living, and social responsibility, the Y uses planned gifts to build our endowment to ensure that thousands of Pierce and Kitsap county neighbors will be stronger and healthier in spirit, mind, and body.

Members who choose to support the YMCA with a current or a planned gift to our endowment can join other like-minded individuals in the  YMCA's Legacy Club to thank you for your commitment to ensuring that Y programs will remain for generations to come.

Please consider leaving a legacy gift to the YMCA of Pierce and Kitsap Counties in your will or trust. Our Tax ID is 91-0565562.

Download Bequest Intent Form

Please contact Lee Ann Jansen at 253-534-4717 or ljansen@ymcapkc.org for more information regarding Planned Giving or how to leave a legacy.

Expand the section below to learn more about the benefits of making a year-end IRA Rollover gift and how it can benefit you:

Charitable IRA Rollover Gift

Make a gift to the Y and receive a tax break.


YMCA of Pierce and Kitsap Counties supporters can plan to get a tax break by contributing an IRA Rollover gift to benefit the growth of the mission. With a charitable IRA Rollover gift, you get many benefits.

Benefits:

  • Use a portion of your Required Minimum Distribution to make a year-end gift to
    the YMCA of Pierce and Kitsap Counties and you don’t pay income taxes on the amount you donate.
  • Receive a quick and easy estate tax reduction.
  • Fulfill part or all of your required minimum distribution for this year.
  • Reduce assets in your IRA account, up to a total of $100,000 each year or $200,000 for married couples.
  • Advance lifesaving research and patient care.

For example:
Jose wants to make a gift to the YMCA of Pierce and Kitsap Counties. Now 71 years old, Jose must take a required minimum distribution from his IRA, which he would have to claim as income. Jose doesn’t need the additional income, so instead, he uses a portion of his Required Minimum Distribution to make a year-end gift directly to the YMCA of Pierce and Kitsap Counties and avoids paying income taxes on the donated amount.

To qualify:

  • You must be 70 1/2 years old or older when you make the transfer to the YMCA of Pierce and Kitsap Counties.
  • The donation portion of your Required Minimum Distribution must be transferred directly from your IRA to the YMCA of Pierce and Kitsap Counties.
  • The gift cannot exceed $100,000 in 2017 for an individual or $200,000 for a married couple.
  • Your transfer must be executed by December 31.

For assistance in making a Charitable IRA Rollover gift, please contact Lee Ann Jansen at 253-534-4717 or ljansen@ymcapkc.org. We would greatly appreciate being informed of your generosity so that we can be prepared to provide a proper and timely IRS acknowledgment.


WHY WE GIVE

Bamfords TJ Staupe and Vickie Pratt Sampsons

Cal and Joanne
Bamford

TJ Straupe
and Vickie Pratt

Kent and Laura
Sampson

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