Estate Planning
Life is a journey, each of us on a distinctive path. Our legacies speak for us - sharing our traditions, our beliefs and our accomplishments. For many, a portion of their lifetime success is defined by their connection with the principles and practices of the YMCA.
If you would like to discuss the possibility of making the Y a future beneficiary through a bequest, life insurance policy, or trust, please contact Karen Hedine at khedine@wwymca.org or call 509-525-8863x1010. Additionally, if you would like to earmark your gift for capital projects, please contact Karen.
Stocks, Bonds, Mutual Funds, IRA
Gifts of securities or IRA distributions may be made directly or through your financial services provider to:
The YMCA OF WALLA WALLA
D. A. Davidson & Co.
102 West Main Street, Suite 200
Walla Walla, WA 99362
509-526-5755
Email: fkeiler@dadco.com
Frederick D. Keiler, Vice President, Financial Advisor
Keiler/Lyons Financial Management Team
Advisors with D. A. Davidson & Co.
D.A. Davidson does not provide tax or legal advice. Please consult with your tax and/or legal professional for guidance on your specific situation.