Skip to Main Content

Meet Our Donors

Rod Lanthorne

Being Generous With End-of-Year Giving

Rod Lanthorne enjoys life—being cheerful and generous in supporting the Y through his annual IRA rollover gift. Read more


Carolyn and Ed Parrish

Longtime YMCA Supporters Make Their Commitment

Carolyn and Ed Parrish have cemented their longtime YMCA involvement by including the YMCA in their estate plans, making an investment in children and families for years to come. Read more


Selena

Helping Kids Build Character at Camp

With a household to run, a job to clock into and five kids to keep up with, Selena is a hard-working mom. During busy weeks and stressful days, she has peace of mind that the YMCA is there to support her and her family. Read more


Steve Rowe

38 Years of Making an Impact

Steve Rowe had a transformational impact at the Y during his 38-year career. See how he and his wife, Denise, are ensuring their support for the Y continues for years to come. Read more


Steward Smith

A Gift That Gives Back

Steward Smith likes a good win-win-win situation. He first created a charitable gift annuity (CGA) at the YMCA of San Diego County to benefit Overnight Camp scholarships in 2013. Read more


Malin Burnham

Giving Today for Tomorrow: One Donor’s Legacy

Malin Burnham, one of the most renowned philanthropists and business leaders in San Diego, was instrumental in establishing the Heritage Club at our YMCA. He was one of our first donors to the endowment fund, and now Malin and the rest of our members are ensuring that generations of families and children will always be able to access the YMCA. Read more


the So family

Generations of Support from the So Family

Marion So has been a cheerful and welcoming member of the La Jolla YMCA family for more than 40 years.

"The Y is my home away from home," Marion explains. "I love the Y because of the people." Read more


Dana and Sandy Saxten

Leaving an Impact on the Community

Sandy Saxten was the co-founder of TS Restaurants, a company with prime locations in California and Hawaii including Jake's Del Mar. Sandy passed away in 2014, and although he leaves a legacy in the local restaurant industry, he had an even more profound impact with a nonprofit that was near and dear to his heart: The YMCA. Read more


Donna Hendrix with children

Family Leaves a Legacy in East San Diego County

“Before the YMCA opened in 2010, there was no real place for older kids and teens to congregate,” says Jennifer Pillsbury, Executive Director of the McGrath Family YMCA. “The Hendrix Youth and Teen Center has made a huge difference in this community!” Read more

A charitable bequest is one or two sentences in your will or living trust that leave to YMCA of San Diego County a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I give to YMCA of San Diego County, a nonprofit corporation currently located at 3708 Ruffin Road, San Diego, CA 92123, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to the YMCA or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to the YMCA as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to the YMCA as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and the YMCA where you agree to make a gift to the YMCA and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.

First name is required
Last Name is required
Please include an '@' in the email address

eBrochure Request Form

Please provide the following information to view the brochure.

First name is required
Last Name is required
Please include an '@' in the email address