Create a Legacy

Close-up of an older person’s hands gently holding the small hands of a young child

Generosity comes in many forms, and you don’t need extraordinary wealth to leave an extraordinary legacy. Whether it’s a specific dollar amount or a small percentage of your estate, every gift makes a meaningful and lasting impact on the future of our community.

When you include YWCA Southeastern Massachusetts in your will or estate plans, you ensure women, girls, and their families are supported for generations to come. Your legacy gift creates a permanent foundation to eliminate racism, empower women, and promote peace, justice, freedom, and dignity for all.

Including charitable giving in your estate plan can:

Direct your assets toward the causes and community programs that matter most to you.
Make a transformative, long-term impact today without affecting your current financial flexibility or lifestyle.
Reduce or eliminate potential federal tax burdens for your heirs.
Maintain full flexibility to adapt or update your plans as your life and priorities evolve.

“I decided to include the YWCA in my will so when I’m not here anymore to help with the activism, then other people can carry on the work”

Liz DiCarlo, YWCA Legacy Donor

Legacy Gift Recognition

How to Leave a Legacy Gift

You can make a lasting impact simply by adding a few lines of language to your will (provided below), or by updating a beneficiary designation form with your retirement plan or insurance provider. You can choose to give a specific dollar amount, a percentage of your assets, or a portion of your estate after your heirs are taken care of.

Please consider talking with a financial advisor, estate planning lawyer, or other qualified advisor regarding a will, a living trust, or whatever else may best suit your unique needs. Tax laws and gift options continue to change, and it is best that you understand all your options.

If you’ve already included us in your plans, please let us know so we can thank you and celebrate your generosity!

General Bequest Language

To make a legacy gift to the YWCA Southeastern Massachusetts, include the following language in your will:

I give, devise, and bequeath to YWCA Southeastern Massachusetts, a nonprofit corporation, organized and existing under the laws of the Commonwealth of Massachusetts, with principal business address of 20 South Sixth St, New Bedford, MA 02740 (tax identification number 04-2104747) the sum of $________ [or a description of a specific asset, or a % of total assets], for the benefit of YWCA Southeastern Massachusetts and its general purposes.

Residuary Bequest Language

If you prefer to leave the residue portion of your assets after other terms of the will have been satisfied, include the following language:

I give, devise, and bequeath to YWCA Southeastern Massachusetts, a nonprofit corporation, organized and existing under the laws of the Commonwealth of Massachusetts, with principal business address of 20 South Sixth St, New Bedford, MA 02740 (tax identification number 04-2104747), all the rest, residue, and remainder of my estate, both real and personal, for its general purposes.

Gifts with Specific Purposes

If you have more questions, or want more information, please contact Mariah Tarentino at mtarentino@ywcasema.org.

Give Smarter, Impact Further

Did you know you can make a powerful gift to YWCA Southeastern Massachusetts today while saving on your taxes? Smart giving strategies, like transferring appreciated stock, giving directly from your IRA, or directing a grant from your Donor-Advised Fund (DAF), allow you to maximize your charitable impact without affecting your daily bank account. It’s a win-win way to fuel local programs for women, children, and families across the Southeastern Massachusetts.

If you plan to make a gift to YWCA Southeastern Massachusetts through your financial assets, please use the information below and notify our Development team so we can properly acknowledge your gift.

Legal Name: YWCA Southeastern Massachusetts
Tax ID (EIN): 04-2104747

Physical Mailing Address:
YWCA Southeastern Massachusetts
20 South Sixth St
New Bedford, MA 02740

Questions?
For assistance or to notify us of your gift, please contact: mtarentino@ywcasema.org‍

Designate the YWCA Southeastern Massachusetts as a Beneficiary
Assets you pass on outside of your will are called non-probate assets. They include lRAs, 401(k)s, pensions, life insurance policies, and certain bank and brokerage accounts. You can list the YWCA as a primary, partial, or contingent, beneficiary.

Give through a Donor-Advised Fund
Recommend a grant from your donor-advised fund to support YWCA USA. It's a simple, flexible, and tax-efficient way to make a charitable gift.

Gifts of Stocks & Securities
Donating appreciated stock or securities is a simple, tax-smart way to support YWCA USA. You may avoid capital gains tax while making an even greater impact through your gift.

IRA Gifts (QCDs)
If you are age 70½ or older, you may be able to make a tax-smart gift directly from your IRA. A Qualified Charitable Distribution (QCD) can help support YWCA USA while potentially reducing your taxable income.

Please consult with your tax advisor or financial professional before making a decision about Smart Giving. Your philanthropy is deeply personal and unique, and we want to ensure you are fully informed about your giving options.