The following statements about Planned Giving are examples of suggested bequest wording to benefit the Decatur County Family YMCA.
Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be a specific dollar amount, a percentage of your estate or the remainder after all other provisions are specified.
Each individual situation is unique; therefore, these examples include only some of the possible gift opportunities. Because a will is a legal document, we encourage you to discuss your intentions with your attorney, financial advisor and with us at the YMCA to guarantee that your wishes will be properly followed and recognized.
To assist you with this consultation we offer suggested wording below.
Our federal tax ID number is: 35-0919345
Percentage of estate for unrestricted purpose:
"I give to the Decatur County Family YMCA, a nonprofit corporation currently located at 1 YMCA Way Greensburg, IN 47240 or its successor thereto, _________ [percentage of the estate] for its unrestricted charitable use and purpose."
Specific amount for unrestricted purpose:
"I give to the Decatur County Family YMCA, a nonprofit corporation currently located at 1 YMCA Way Greensburg, IN 47240 or its successor thereto, the sum of $ ________________ in cash (or ________ shares of ______________ stock) for its unrestricted charitable use and purpose."
Percentage of your provision for a particular purpose:
"I give to the Decatur County Family YMCA, a nonprofit corporation currently located at 1 YMCA Way Greensburg, IN 47240 or its successor thereto, ________ [percentage of the estate]. This gift should be used for _____________________ [state purpose] if and so long as the Decatur County Family YMCA determines that the need exists.
If the Decatur County Family YMCA shall determine at the outset or at a later time that the need does not exist, or no longer exists or for some reason it is not possible (or prudent) to administer my gift as originally intended, then the Decatur County Family YMCA may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above."
Specific amount of your provision for a particular purpose:
"I give to the Decatur County Family YMCA, a nonprofit corporation currently located at 1 YMCA Way Greensburg, IN 47240, or its successor thereto, the sum of $________________ in cash (or ________ shares of ______________ stock). This gift should be used for _________________________[state purpose] if and so long as the Decatur County Family YMCA determines that the need exists.
If the Decatur County Family YMCA shall determine at the outset or at a later time that the need does not exist, or no longer exists or for some reason it is not possible (or prudent) to administer my gift as originally intended, then the Decatur County Family YMCA may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above."
If you have named the Decatur County Family YMCA in your will or trust, please let us know so we can ensure your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift. However, if you prefer to remain anonymous, we will keep your name and gift in strict confidence.
Please contact Diane Hart-Dawson, CEO at 812-663-9622 or dianehd@dcfymca.org for more information.