“You insure your valuables, now ensure your legacy.”
Planned gifts are a variety of charitable giving methods that allow a donor to express his or her personal values by integrating charitable and financial goals. Often a planned gift will be structured with the assistance of a financial advisor or an attorney to guarantee the donor’s desired legacy. A “planned gift” is synonymous with the term “differed giving,” “gift planning,” and “estate gift.” For more information on planned giving, please click here.
George Williams Society
Named after the founder of the YMCA movement, the George Williams Society honors those individuals and families who include the YMCA of Greater Rochester in their estate plans. Planned gifts insure the YMCA’s programs and services continue to benefit the Rochester community for generations to come. There is no minimum gift amount required for membership. Members of the Society are recognized in print materials, will receive a signature Vineyard Vines necktie or scarf, and will be invited each year to the Annual Dinner.
Types of Planned Gifts
There are many types of giving vehicles which will permit a donor to express his or her wish to leave a legacy to the YMCA. The most common planned gifts are bequests (made though a will) and life insurance policies naming the YMCA of Greater Rochester as a beneficiary. Other types include:
- Bequests through a Will or Living Trust
- Life Insurance beneficiary
- IRA or Retirement Plan beneficiary
- Charitable Gift Annuity
- Charitable Remainder Trust
- Reserved Life Estate
If you have already made a provision in your estate plans for the YMCA of Greater Rochester and would like to become a member of the George Williams Society, you can download the membership form here, or contact Jeremy Cooney at (585) 263-3925. Forms can be returned to:
Jeremy A. Cooney, Esq.
Vice President of Development
YMCA of Greater Rochester
444 East Main Street
Rochester, NY 14604