Endowment Fund & Heritage Club

The Endowment Fund
When you give to the YMCA General Endowment Fund, your support continues to impact lives long after your gift is made. A percentage of the investment income from the Endowment Fund is used to help sustain our commitment to health and wellness by supplementing the Y’s projects, programs, and services.

    Many friends of the YMCA choose to help extend the Y's influence beyond their own lifetimes by making gifts to the Y's permanent Endowment Fund. You can direct such gifts to support the overall work of the YMCA or designate them to support a specific program area.

    The Heritage Club
    This group is compromised of individuals, couples, and families who have made an outright or planned gift to the Monroe County YMCA's Endowment Fund in one of the following ways:

    • Making an outright gift of $10,000 or more in the form of cash, securities, property, or other marketable assets
    • Making a pledge of $10,000 or more over ten years
    • Naming the YMCA's Endowment Fund as full or partial beneficiary of a bequest in a will or living trust
    • Naming the YMCA's Endowment Fund as full or partial beneficiary of an annuity or donor-advised fund
    • Creating a charitable remainder trust or life estate gift
    • Naming the YMCA's Endowment Fund as primary or secondary beneficiary of a new or existing life insurance policy or retirement plan

    Thoughts from a Donor

    "My wife and I decided we would like to participate in the continuation of the YMCA Cardiac Rehab program by setting up our endowment fund. I would like to see that program continue well into the future and be available for everyone who needs it."

    June and Jules Sonneborn

     

    Leave a Legacy

    How to Give