Planned Giving
Charitable Bequest
We hope you will consider including a gift to the YWCA of Nashville & Middle Tennessee in your will or living trust. Referred to as a charitable bequest, this type of gift can be designated with just a few sentences in your will or trust and provides flexibility in that the gift is not actually received until after your lifetime with the option to change your mind at any time. The bequest can leave a certain amount of money, securities or property, be made gift contingent on certain events, or leave a percentage of your estate. Additionally, your estate is entitled to an estate tax charitable deduction for the gift’s full value.
An unrestricted charitable bequest would allow the YWCA to use the assets in the most beneficial way, while a restricted bequest would allow you to specify how the YWCA can use the funds.
Charitable Gift Annuity
In this contract, the YWCA agrees to pay the donor a fixed annuity payment each year for the rest of his/her life with the remainder going to the YWCA. A charitable gift annuity can be made in the form of cash or securities.
Charitable Remainder Trusts
In the right circumstances, this plan can increase your income, reduce your taxes, unlock appreciated investments, rid you of investment worries and ultimately provide very important support.
Stocks and Securities
Stock that has increased in value is one of the most popular assets used for charitable giving, once it has been held for more than one year. Making a gift of securities to the YWCA offers you the chance to help our organization while realizing many important benefits for yourself.
Retirement Plan Assets
Retirement plan assets – employee retirement plan, IRA or tax-sheltered annuity – contain income that has yet to be taxed. Consider making a gift of a retirement plan asset to alleviate beneficiaries owing income tax at your passing.
Real Estate
Your property opens the door to a unique giving opportunity. Many types of real estate assets can be donated to qualified charitable organizations like the YWCA. You’ll be helping a good cause and enjoying the tax benefits while doing so.
Life Insurance Policy
Your need for life insurance changes as time passes, making way for a new opportunity for its use. If you no longer need the coverage to protect your loved ones, consider changing your policy’s beneficiary to support the YWCA’s work.
The YWCA advancement team is here to answer any questions and provide information that will assist you in deciding the means of financial support that most closely aligns with your passions, interests and financial goals. Please contact Caitlin O'Leary, at 615-983-5146 or caitlin.oleary@ywcanashville.com for further assistance.