Become a Member of our Heritage Club
Together, we can build stronger, more inclusive communities, provide support for families and promote positive change overall. You can impact generations to come by becoming a member of the Heritage Club.
Since the Young Men's Christian Association of the Suncoast, Inc. (DBA YMCA of the Suncoast) was founded in our community in 1957 thousands of our neighbors and friends have personally benefited from the Y's commitment to strengthening community.
The YMCA Board of Directors has created an endowment fund and Heritage Club honoring those who have made a commitment to provide for the future of our YMCA through their estate plans.
Heritage Club Members, by their current or planned gift, ensure that the values of caring, honesty, respect, and responsibility endure and that Y programs will positively impact our community for generations to come.
To discuss becoming a member of the Heritage Club, or if you would like to have a confidential conversation regarding this decision, please contact our Philanthropy Advisor, W. Ben Prewitt at 727-467-9622 or bprewitt@suncoastymca.org.
Common Estate Plan Donation Types
- WILL AND TRUST
- IRA CHARITABLE ROLLOVER OR QCD
- CASH
- CHARITABLE REMAINDER TRUSTS
- BENEFICIARY DESIGNATIONS
- REAL ESTATE
- APPRECIATED SECURITIES
- TANGIBLE PERSONAL PROPERTY
- CHARITABLE LEAD TRUST
Stories from Heritage Club Members
Frank and Toni Kenny have called Citrus County their home since the 1970’s. For over 30 years, Frank has either volunteered with or worked for the Sheriff’s Youth Ranch. His deep passion for helping young people also drove him to support the YMCA in Citrus County.
Frank shares, “The YMCA is a great place for kids to go to make friends, learn healthy habits, and stay out of trouble. Young people need guidance and they need to know that someone cares. The Y offers so many after-school programs and camps for kids to participate in with people who really care about them.”
Toni added, “I love that the Y includes the entire family by offering a multitude of services that support healthy lifestyles. The Y is all-inclusive – with a diversity of programs for people from all walks of life – children, young people, parents, seniors, and people with disabilities – the Y has something for everyone and all feel welcome and supported in their fitness goals.”
Frank and Toni have been long-time supporters of the YMCA Annual Giving Campaign which helps to support the Y’s ability to provide financial assistance and needed programs in the community. Recently, they decided to become Heritage Club members and provide support to the Y through a gift in their estate plan.
“It was important for us to ensure that our gift goes on to continue to support the children and families in our community who need it most. Citrus County has definitely benefitted from the YMCA and it is our hope that it will continue to grow and offer programs to support healthy lifestyles for people of all ages,” said Frank.
Frequently Asked Questions Related to Our Heritage Club
Anyone who provides a letter of intent, indicating that the YMCA of the Suncoast is a beneficiary of their estate plan, or creates a planned gift as a result of their estate planning can be a member.
We know that members of the Heritage Club choose to give to perpetuate their values and that their gifts say something about who they are and how they want to be remembered. Therefore, options are available to meet individual circumstances. The majority of gifts are received in these forms:
- Planned gifts including:
- Bequests through wills
- Naming the Y as a beneficiary of retirement plans
- Naming the Y as a beneficiary of insurance policies
- Living trusts
- Charitable trusts
Many donors choose to leave their gift unrestricted to allow the Y governing board to direct the earnings where the need is greatest. However, the YMCA of the Suncoast has specific options to which you can designate your funds:
- Undesignated for highest needs at the time
- For use at a specific branch
- For facility improvements
- For high-priority programs identified by the board of directors
Here is an example of wording you could use:
"I give to Young Men's Christian Association of the Suncoast, Inc., a 501(c)(3) corporation, incorporated in Florida the sum of $______ (or ______ percent of the remainder of my estate) to be deposited in the YMCA's endowment fund. The income shall be used to benefit said YMCA in such manner as the board of directors thereof may direct."
W. Ben Prewitt
Philanthropy Advisor
(727) 467-9622
bprewitt@suncoastymca.org
As you begin to create your estate plan, you might want a professional to assist you in the implementation of you plan. The YMCA of the Suncoast invites its YMCA members to participate as a Professional Partner. We are pleased to provide the following list of professionals in our service areas.
Kole J. Long, ESQ.
Special Needs Lawyers, PA
901 Chestnut St., Suite C
Clearwater, FL 33456
727-443-7898
kole@specialneedslawyers.com
Christina Green Rankin
Attorney at Law
Law Offices of Richard D. Green
1010 Drew Street
Clearwater, FL 33755
727-441-8813
cgrankin@greenlawoffices.net
Noel White, ESQ.
Sylvia Noel White, P.A.
1108 S. Highland Ave.
Clearwater, FL 33756
727-735-0645
noel@Clearwaterprobateattorney.com
Michael Stone, CPA
Administrative Owner
7512 Ridge Road
Port Richey, FL 34668
727-858-3319
micheael@stoneparkercpa.com
Suzanne E. Patrick, CPA
Partner
Bollenback & Forret, P.A., CPAs
1000 Pinellas Street
Clearwater, FL 33756
spatrick@bollenback.com
David J. Worobec
Financial Advisor
Northwestern Mutual
17757 U.S. Highway 19 N., Suite 100
Clearwater, FL 33764
727-725-7131
David.worobec@nm.com
Kimberly Briggs
Raymond James & Associates
26750 U.S. Highway 19 N., Ste. 100
Clearwater, FL 33761
727-510-3778
Kimerly.briggs@raymondjames.com
Greg Richardson
Capstone Insurance
8406 Massachusetts Ave Ste. 2
New Port Richey, FL 34653
727-265-3207
greg@capstoneinsurancegroup.com
Rick Toenjes
Vice President
Valley National Bank
4790 140th Avenue North
Clearwater, FL 33762
727-643-0187
RToenjes@valley.com
Tax Information for Charitable Giving
Legal name: Young Men's Christian Association of the Suncoast, Inc.
Address: 2469 Enterprise Road, Clearwater, FL 33763
Federal tax ID number (EIN): 59-0810731
Established Estate Plan Donors
Please let us know if you have already made a provision for the Y in your estate plans and would like to be recognized as a Heritage Club member. Contact W. Ben Prewitt 727-467-9622 or bprewitt@suncoastymca.org.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.
A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE 1 800 435 7352 OR BY VISITING THE WEBSITE, WWW.800HELPFLA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. REGISTRATION #CH1176.