Planned Giving

 

E. Thelma Caldwell Legacy Society

Our Legacy Society is named for Thelma Caldwell, the visionary and courageous Executive Director of the YWCA of Asheville in 1964 when the African-American branch and the White branches merged.  She was the first African-American Executive Director in the South and only the second in the United States. 

We dedicate this Society  to the members of the YWCA Booster Club. These courageous women, both African-American and White, came together in 1976 to supplement the efforts of the YW’s Board of Directors, and to support the efforts of Ollie Reynolds, the first African-American Board President of the recently integrated YWCA.

If you are interested in including the YWCA in your estate plans, we would love to talk with you. Pam King is our Director of Advancement and she can be reached at 828-254-7206, ext. 206 or by email at pam.king@ywcaofasheville.org.

Here are some gift planning options for you to consider:

Bequests

Outright Bequest: In this example, the YWCA will receive a specific dollar amount or percentage that you specify (ex: personal property, stock, real estate).

Residual Bequest: The YWCA will receive all of the rest, reside and remainder of the estate after the family and heir have been provided for.

Contingent Bequest: The YWCA will receive property only if certain other contingencies have occurred.

Codicil: A codicil is an amendment to a will.  It is a separate document that can add, subtract or modify a provision in the will (i.e., including provision naming the YWCA of Asheville to receive a planned gift).

Donate Stocks

Donating stocks or securities allows you to deduct the full market value of the securities for income tax purposes.  With this option, you eliminate paying capital gain taxes for which you would be responsible if you see the assets instead.  Transferring stock is simple.  Just request that your broker transfer the security to the YWCA of Asheville through First Citizen's Investor Services.  More information and who to contact is listed below for your convenience.

Contact: John Evans, First Citizen's, 2106 Hendersonville Road, Arden, NC 28704.  Phone: 828-257-5781. DTC# 0443  Account # 4KV-288553.  Please notify John Evans of the specific stock being donated so we can properly thank you for supporting the YWCA of Asheville.

Other options include:

  • Securities with low cost basis
  • Real property
  • Personal property (ex: jewelry, painting, etc.)
  • Life insurance
  • IRA's
  • Cash
  • Charitable Remainder Trusts
  • Memorials and Endowments
  • Your home (live there for a lifetime)

If you are thinking about making any planned gift, please consider it carefully and then meet with your attorney or other estate planning professional to thoroughly understand your options.

Should you decide you would like to include the YWCA of Asheville in your estate planning, please click here to download a Letter of Intent.  All gifts to the YWCA of Asheville are subject to approval before received as defined by our Gifts Acceptance Policy.

Thank you to the following members of the E. Thelma Caldwell Legacy Society. They believe in our future. Their planned gifts will allow us to build on the YWCA’s rich legacy in Asheville.

  • Barbara Benisch
  • Emily S. Boyce
  • Theresa Chalfant
  • Erna and Norman Earle
  • Judy Futch and Paul Smith
  • Janirve Foundation
  • Leah R. Karpen
  • Pamela C. King
  • Martha June Lamb
  • Marjorie Myles Locke
  • Sue Lomenzo
  • Beth Maczka
  • Liz Preyer
  • Mary Ruth Ritter
  • Carolyn Shorkey and Milton Warden
  • Lyndia Stauffer
  • Andrea L. Stolz
  • Two Anonymous Donors
  • If you decide to name the YWCA of Asheville as beneficiary in your will or estate, please let us know. We would like to thank you during your lifetime for your commitment. You will become a member of our Legacy Community, and will be recognized publicly. We will also give you complimentary tickets each year to a YWCA event. You may also choose to remain anonymous.

    To make a commitment to the YWCA of Asheville, or to ask questions about doing so, please contact Pam King, Director of Development, at 254-7206 ext. 207.