Planned Giving

WHITE BIRCH

Formed in 1976, White Birch, the legacy society at Silver Bay YMCA, has over 275 members who have included Silver Bay in their wills or other planned or deferred gifts. Its donors, through their endorsement of the Silver Bay mission, ensure the preservation of “the Silver Bay experience” for future generations to love and enjoy. You have lived it, and you have loved it….now start your legacy.

During the past several years, Silver Bay has received over $2.1 million in estate gifts, with a majority designated to the unrestricted Silver Bay Endowment Fund. This fund is invested in a well-diversified portfolio, which is overseen by the Finance Committee of the Board of Trustees. Annual income from the unrestricted endowment is an important source of long-term funding for Silver Bay’s many programs and facility needs.

Ways you can leave a Legacy:

  • A bequest in your Will
  • Gifts of stock, real estate, or other assets
  • A beneficiary designation on an IRA, 401(k) or other retirement plan
  • Life Insurance beneficiary designation

How do I participate?

Simply fill out the attached form and mail it to Silver Bay YMCA. If you would like to speak with a Silver Bay Staff member about your plans, please indicate your desire to be contacted personally.

Always consult with your tax accountant, financial advisor, or attorney prior to making decisions regarding planned giving.

 

Official name and address for gift designation:

Silver Bay Association for Christian Conferences and Training

87 Silver Bay Road Silver Bay, NY 12874

Federal Tax I.D. 13-5604788

White Birch of Silver Bay YMCA

TESTIMONIALS

If you are interested in making a planned gift to Silver Bay, Please contact, Lori Ross
Development Office Assistant

518.543.8833 ext 209
lross@silverbay.org