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Leave A Lasting Legacy


Finding the right gift is simple and there are plenty of ways to do so. For more information, please contact us at (814) 368-4235, ext. 127, or brianl@ywcabradford.org.


Gifts that You Can Make Today

Make an immediate impact in the lives of those we serve, through donor-advised funds, stocks, IRAs, real estate, and more.

 
Stocks, Bonds, and Mutual Funds

Donating appreciated stocks, mutual funds, or bonds to charity is an efficient way to contribute that can provide you with significant tax benefits. You can make a gift of appreciated securities to YWCA Bradford while avoiding capital gains tax, expanding your portfolio, and/or obtaining a line of income.

Giving a gift of appreciated securities can help YWCA Bradford continue its mission, support our programs, and allow you to leave a lasting impact on our most vulnerable neighbors' lives for years to come.

Please contact us at (814) 368-4235, ext. 127, or brianl@ywcabradford.org to receive our stock transfer instructions.

 
Donor-Advised Funds

A donor-advised fund (DAF) is a type of giving vehicle administered by a third party that allows you to combine the most favorable tax benefits with the flexibility to easily support your favorite charities. An increasingly popular charitable vehicle, DAFs are an excellent way to both simplify your charitable giving and facilitate your strategic philanthropic goals.

 
How You Can Support YWCA Bradford with a Donor-Advised Fund

A donor-advised fund allows you to give back to a cause that is close to your heart. It is an opportunity to put your charitable dollars to work – where the need is great – but on your own terms. Thus, you have the flexibility to tailor your philanthropic giving in easy, cost-effective ways.

You can designate funds for emergency response, make an unrestricted annual gift or recommend recurring payments to a special appeal. Another option is to support programs that meet your interests, such as domestic violence and sexual assault, homelessness, mental health/developmental disabilities, and more. You can also designate YWCA Bradford as a beneficiary for your donor-advised fund.

Partner with YWCA Bradford and help vulnerable individuals throughout McKean County, Pennsylvania.

How to recommend a gift to YWCA Bradford

  1. Request a grant distribution through your DAF sponsor.
  2. Be sure to use the YWCA Bradford’s EIN # 25-0995784
  3. Indicate whether your gift is unrestricted or designated to a specific cause (i.e. the program, appeal, or emergency you are supporting). You can also designate YWCA Bradford as a beneficiary for your donor-advised fund.

Mailing Instructions:

YWCA Bradford

24 West Corydon Street

Bradford, Pennsylvania 16701

 

FAQ - Donor-Advised Funds

What is a Donor-Advised Fund?

A donor-advised fund (DAF) is an investment account that is used for charitable giving. It is composed of donations made by individuals and administered by a third party. The third party is called the sponsoring organization. It offers immediate tax relief and allows you to support your favorite charities immediately or over time.

How does a Donor-Advised Fund work?

A donor makes an irrevocable gift to a donor-advised fund and receives a tax deduction for the year the gift is made. Once the contribution is made, the sponsoring organization has legal control over the funds and the donor can make grant recommendations to the charity of their choice.

Are There Any Rules to Owning a Donor-Advised Fund?

The IRS has specific guidelines around the kinds of organizations that are eligible to receive grants as well as the purposes these grants can serve. For example, grants can only be made to qualified charities and cannot be made to a person, or the donor cannot receive more than an incidental benefit, so it cannot be used for the admission price for an event of the gala.

What’s the Difference Between a Donor-Advised Fund and a Direct Donation?

The DAF donor receives tax documentation from the sponsoring organization of the DAF while a direct donor receives tax documentation from the charity.

Can a Donor-Advised Fund Be Used to Donate to a Private Foundation?

Donor-Advised Funds can be used alongside private foundations.

What Are the Benefits of a Donor-Advised Fund?
  • Simple to establish
  • Flexible funding options
  • Easily Accessible
  • Tax advantage
  • Typically requires no minimum distribution
  • Anonymous granting
  • Investment options

Is There a Tax Deduction for Donor-Advised Funds?

Yes, the DAF donor receives tax documentation from the sponsoring organization of the DAF.

YWCA Bradford: Tax ID# 25-0995784

We are a tax-exempt, charitable 501(c)(3) organization.


Wills, Bequests, and Living Trusts

If you are looking to leave YWCA Bradford in your will, you are able to do so by adding as little as one sentence in your will to complete your gift:

Legal Name: Young Women’s Christian Association of Bradford

“I give to Young Women’s Christian Association of Bradford, of Bradford, Pennsylvania, Tax ID#: 25-0995784, (all, or __ percent of) the rest, residue, and remainder of my estate for its general purposes."

Please see below for sample bequest language.

This type of donation in your will or living trust helps to ensure that we are able to provide safety, stability, and dignity to individuals for years to come.

Sample Bequest Language 

This language is for illustration purposes only. Always consult a professional advisor or attorney when making or revising your will. 

Residuary Bequest  

Residue is the term used to describe the portion of an estate that remains after all debts, expenses, and specific bequests to others have been fulfilled. “I give to Young Women’s Christian Association of Bradford, of Bradford, Pennsylvania, Federal Tax ID #: 25-0995784, [all, or ______percent of] the rest, residue and remainder of my estate for its general purposes.” 

Specific Bequest 

“I give to Young Women’s Christian Association of Bradford, of Fairfield, Connecticut, Federal Tax ID#: 25-0995784, the sum of $__________________ for its general purposes.”
 

Donation of Real Estate By Will 

“I leave the real estate described as follows: (property description) to Young Women’s Christian Association of Bradford, of Bradford, Pennsylvania, Federal Tax ID #: 25-0995784, for its general purposes.” 

Beneficiary Gifts for Retirement Plans & Bank Accounts 

Naming YWCA Bradford as a beneficiary is a simple and powerful way to support the life-changing work of our organization without updating your will. 

  • Contact your plan administrator or financial institution for a change of beneficiary form. 
  • On the beneficiary form, decide what percentage (up to 100%) you would like us to receive. Please list us as: 
  • Legal Name: Young Women’s Christian Association of Bradford
    • Address: 24 West Corydon Street, Bradford, PA 16701
      Federal Tax ID #: 25-0995784
      We are a tax-exempt, charitable 501(c)(3) organization. 

Beneficiary Gifts Through Retirement Accounts

Naming YWCA Bradford as a beneficiary is a simple and powerful way to support the life-changing work of our organization without updating your will. All beneficiary gifts pass directly to YWCA Bradford without going through the probate process. These gifts go right to work to help our most vulnerable neighbors.

· Contact your plan administrator or financial institution for a change of beneficiary form, or visit the beneficiary page on their website where you can complete the form in just a few minutes.

· On the beneficiary form, decide what percentage (up to 100%) you would like us to receive. Please list us as: 

Legal Name: Young Women’s Christian Association of Bradford

Address: 24 West Corydon Street, Bradford, PA 16701

Federal Tax ID #: 25-0995784

 
Gift of Life Insurance

You can name YWCA Bradford as a beneficiary of your life insurance policy by submitting an updated beneficiary designation form with the policyholder. You can designate us as a primary beneficiary for any percentage up to 100%.

You can also make YWCA Bradford a contingent beneficiary, which means that we will receive the balance of your policy only if your primary beneficiary does not survive you. 

 
Charitable Gift Annuities

There is a way for you to support YWCA Bradford and feel confident that you have a dependable income in your retirement years. You can do so through a charitable gift annuity. This type of donation can provide you with regular payments and allow us to serve our most vulnerable neighbors. 

You can also qualify for a variety of tax benefits, including a federal income tax charitable deduction when you itemize. Your payments depend on your age at the time of the donation.  Calculate your gift here

* By clicking on “Calculate your gift here,” you will be taken to an external website, which is not owned by YWCA Bradford.

 

Charitable Remainder Trust

If you have built a sizable estate and are looking for ways to receive reliable payments, consider a charitable remainder trust. At the end of the trust term, the balance in the trust goes to YWCA Bradford. These types of gifts may offer you tax benefits and the option for income.

There are two ways to receive payments, and each has its own benefits:

  1. The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.
  2. The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is predetermined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.  Calculate your gift here.

* By clicking on “Calculate your gift here,” you will be taken to an external website, which is not owned by YWCA Bradford.