YMCA Endowment Fund

The YMCA Endowment Fund provides a secure, stable foundation upon which the YMCA can build its future. Gifts to the Fund are invested, allowing the YMCA to use the interest to support critical programs that require contributions to survive. Gifts can be made to the Endowment Fund in any amount or at any time.

Planned giving opportunities include:

OUTRIGHT GIFTS
Immediate gifts of cash, appreciated securities, real or tangible property are welcome additions to the Y Endowment.

WILLS AND REVOCABLE LIVING TRUSTS
A gift to the Y by will or living trust permitsyou to retain all your assets during your life. Designations may be for a percentage of your
estate, a specified amount or for the residue of your estate.

CHARITABLE TRUSTS
Charitable trusts can provide life income to you and/or a loved one. After your lifetime(s), the trust principal passes to the Y Endowment. You
may name other charities as principal recipients as well.

APPRECIATED ASSETS
Contribute appreciated assets, such as stock, real estate or personal property to the Y and receive a charitable deduction equal to the current value of the assets without capital gains tax.

LIFE INSURANCE
Purchase a life insurance policy naming the Y as the beneficiary, and take a charitable deduction equal to the premium amount. Several plans are
available in which a new policy can be fully paid in a period of five to seven years.

BENEFICIARY DESIGNATIONS
You may add the Y as a revocable beneficiary of your qualified IRA, pension plan, bank account or insurance policy.

To find out more, please contact Heidi Hoeft, Financial Development Director, at 262-567-7252.