Planned Giving

Welcome to the Planned Giving web site for the Harrisburg Area YMCA. Just what is a Planned Gift? Generally speaking, a “planned gift” is a means through which a charitable gift is committed to a charity through a donor’s estate plan that comes to fruition after the lifetime of the donor. Usually one of the following methods is used:

  • Provision in one’s will or revocable trust.
  • Life insurance plan beneficiary designation.
  • Retirement plan beneficiary designation.
  • Life estate gift (remainder interest in real property).

Some gift planning vehicles, called life income gifts, provide income during one’s lifetime, tax benefits, and pass onto the charity after the donor’s lifetime. Examples of these gift vehicles include:

  • Charitable Gift Annuity.
  • Charitable Remainder Trust.
  • Charitable Lead Trust.

The Harrisburg Area YMCA established the YMCA Heritage Club to recognize individuals and families who have designated a gift through their estate to benefit the YMCA Endowment Fund on behalf of the association and/or one of its branches and/or programs.

For additional information about gift/estate planning please contact the YMCA Association Office at 232.2068 ext. 14.

HERITAGE CLUB  – Preserving the Heritage of the YMCA for future generations. The YMCA Heritage Club is comprised of individual and families who believe strongly in the mission of the YMCA and help to preserve the good work of the YMCA through a direct gift or planned gift to the YMCA Endowment Fund. Gifts to the Endowment Fund may be made on behalf of the Harrisburg Area YMCA; one or more branches, or to support a specific program.

Common Gift Vehicles:

  • Bequests through a Will or Living Trust
  • Life Insurance beneficiary
  • IRA or Retirement Plan beneficiary
  • Charitable Gift Annuity
  • Pooled Income Fund
  • Charitable Remainder Trust