Bequest Language
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.
Our federal tax ID number is: 86-0096799
Below is suggested language to use when drafting your bequest.
Start Today
Create a safe and secure will—or update yours today—with our partner, Giving Docs.
Free ResourceSample Language
For an unrestricted gift that allows Valley of the Sun YMCA to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:
"I give to Valley of the Sun YMCA, a nonprofit corporation currently located at 350 N First Avenue, Phoenix AZ 85003, or its successor thereto, _________ [written amount or percentage of the estate or description of property] for its unrestricted charitable use and purpose. I/we understand that my/our gift will be permanently restricted to Valley of the Sun YMCA’s endowment fund in which the corpus must be held inviolate and in perpetuity and invested to generate income for the organization."
To designate your provision for a particular purpose:
"I give to Valley of the Sun YMCA, a nonprofit corporation currently located at 350 N First Avenue, Phoenix AZ 85003, or its successor thereto, _________ [written amount or percentage of the estate or description of property]. This gift should be used for (state purpose) if and so long as Valley of the Sun YMCA determines that the need exists. If Valley of the Sun 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 Valley of the Sun 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. I/we understand that my/our gift will be permanently restricted to Valley of the Sun YMCA’s endowment fund in which the corpus must be held inviolate and in perpetuity and invested to generate income for the organization."
Endowment naming opportunities are available for gifts of $1,000,000 or more.
If you have named Valley of the Sun YMCA in your will or trust, please let us know so we can ensure that 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 Beth Haugen at 602-212-5114 or bhaugen@vosymca.org for more information.