Create a Lasting LegacyLegacy Gifts
Join the Heritage Club
The YMCA of the Fox Cities Heritage Club members are friends of the Y who are committed to preserving the heritage of the Y for years to come. Through their generous contributions, these people have given the Y the means to maintain long-term financial stability, which ensures that our programs, traditions and mission will continue for future generations. Becoming a Heritage Club member involves a commitment — now or in the future — that adds to the YMCA’s Endowment Fund. The endowment’s principal remains intact while the earned income is distributed to support the work of the association and the Y branches, subsidizing and diversifying financial resources for the future.
Your Legacy Gift Will
Offer programs to an ever-expanding number of children and families
Instill the values of caring, honesty, respect and responsibility
Ensure the long-term financial strength of the Y
Make a community impact for generations to come
Already Made a Gift?
If you have already included the YMCA of the Fox Cities in your estate plan, we would love to know — and to thank you personally for your generosity. Let us know of your gift so we can ensure your intentions are honored and recognize your commitment to our mission. Our planned giving team would be happy to speak with you in confidence and with no obligation.
Common Ways to Give
Whether you prefer a simple bequest, a gift from your IRA or a more complex planned giving arrangement, the Y can work with you to find the right fit. Here are some of the most common legacy gift options.
Beneficiary Designations
Name the YMCA of the Fox Cities as a beneficiary on a retirement account, life insurance policy, bank account or annuity — a simple way to make a meaningful future gift.
IRA Charitable Rollover
If you are 70½ or older, you can give up to $100,000 directly from your IRA to the Y without paying income taxes on the transfer — a tax-smart way to support our mission.
Sue Pawlowski
Executive Vice President, Brand & Mission Advancement
Amy Carpenter
Resource Development Analyst
Questions About Legacy Giving
The Heritage Club recognizes individuals who have made a commitment to support the YMCA of the Fox Cities through a planned or legacy gift. Members play a vital role in ensuring the Y’s long-term financial stability and the continuation of our programs and mission.
Legal name: Young Mens Christian Association of the Fox Cities. Address: 218 E Lawrence Street, Appleton, WI 54911. Federal Tax ID number: 39-0806191.
Not at all. Legacy gifts of any size make a meaningful difference. A simple bequest through your will, a beneficiary designation on a retirement account or a gift from your IRA can all have a lasting impact.
Yes — many retirement providers assume no responsibility for notifying nonprofits of your intentions, so letting us know helps ensure your goals will be honored. Use the form on this page or email gro.seiticxofacmy@ikswolwaps.
Most planned gifts offer significant financial or tax benefits. The Y recommends that you seek the advice of your legal and financial advisors to determine the best gift option for your situation.
Contact Sue Pawlowski at 920.886.2124 or gro.seiticxofacmy@ikswolwaps, or Amy Carpenter at 920.882.3686 or gro.seiticxofacmy@retnepraca. Our team will speak with you in confidence and with no obligation.
