South Mountain YMCA - Planned Giving

Planned Giving

The Heritage Club is designed to recognize individuals from all backgrounds and communities who have made an outright or deferred gift to the Metropolitan YMCA of the Oranges Endowment Fund.

Click on the following link to download our Standard Bequest Form to make a planned gift to the Y.

You can become a member of the Heritage Club by donating to the:

The Trustees’ Round Table: recognizes those who make immediate/outright gifts

Cash
Stocks or Securities
Real Estate

The Legacy Society: recognized donors who make deferred gifts to the Y:

Wills and Bequests
Charitable Gift Annuities
Life Insurance
Charitable Remainder Trusts
Pooled Income Fund
Charitable Lead Trust

For detailed information on all types of planned gifts, please click the on following: Types of Planned Gifts

Benefits of Membership

Invitation to the Annual Heritage Club Dinner in June
Invitations to other special events
Listing in Y Annual Report as Heritage Club Member

The Financial Development staff, in coordination with your financial service professionals, can assist donors with identifying the endowment opportunity that best meets your goals in a tax-advantaged manner. The Metropolitan YMCA of the Oranges encourages you to discuss these options with an attorney or financial planner.

For more information, on the Heritage Club and make a planned gift to the Y, please contact our Financial Development Department at (973) 758-9622.

Site Map

Mission Statement- The Metro YMCAs of the Oranges enriches the lives of the children, families and communities we serve, through programs that build spirit, mind and body, welcoming all people, in an environment nurturing positive values.