Named Endowment Funds, The YMCA Endowment Fund, and The Heritage Club
Named Endowment Funds
Naming an endowment fund at the Y is easy—you can make an outright gift or build the fund over time. As with all endowments, it is a permanent fund set aside for a special purpose: Since the principal is never invaded, the fund becomes a growing, perpetual source of income for the program you have chosen to support. Questions about starting your own named fund? Contact Matt Osgood, Senior Development Director, at (812) 961-2169.
Current Named Endowment Funds
Craig Burk Memorial Fund
Providing scholarships for youth and teens interested in strength training.
Ginger Rink Memorial Fund
Improving the lives of countless Monroe County youth by providing program enhancement and scholarship opportunities for the Monroe County YMCA's youth programs.
Leon and Thelma Thompson Fund
Sustaining programming at the Y for adults and seniors.
Marlene Vass Youth Fund
Creating programs that provide purpose‑filled movement, nutrition education, and empowering kids to make healthy choices—keeping young people connected to the Y well beyond their early years.
The Ruth Clifford Engs & Jeffrey L. Franz Fit for Life Fund
Establishing programs to help adults of all ages improve personal health, manage acute/chronic diseases, and establish healthy behaviors to increase their quality of life through physical activity and health education.
Sonneborn Hearteam Fund
Providing an invaluable resource for Cardiac Rehab—now known as Health Hearts Active Lives. Contributions have helped purchase critical supplies.
The Jonah Binkley Memorial Fund
Helping to ensure that more teens have access to life-changing camp experiences at the YMCA.
The Ruth C. Engs Southeast Y Pool Fund
Ensuring that the pool remains a safe, welcoming, and high-quality resource for the community.
Tom and Debbie Porter Aquatics Fund
Strengthening aquatics programming today and into the future, making safe, healthy, and joyful water experiences available to everyone in our community.
The YMCA Endowment Fund
When you give to our YMCA 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 comprised of individuals, couples, and families who have made an outright or planned gift to our Y'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 Y's Endowment Fund as a full or partial beneficiary of a bequest in a will or living trust
- Naming the Y's Endowment Fund as a 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 the primary or secondary beneficiary of a new or existing life insurance policy or retirement plan
Have you already included the Monroe County YMCA in your will, trust, or estate plans?
If so, thank you! Your thoughtful planning ensures the Y will continue to strengthen our community for generations to come.
By letting us know, you help us honor your intentions and welcome you into our Heritage Club, a group of donors whose legacy gifts make a lasting difference.
Testimony from an Endowment Fund 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
Questions??
Matt Osgood
Senior Development Director
(812) 961-2169
