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Trustworthy & Flexible

The YMCA takes the trust our donors place in us seriously. Our foundation is managed by professional investment advisors under the direction of our dedicated and knowledgeable volunteer leaders as well as by the YMCA’s Strategic Plan to ensure strong management and growth. Gifts to the Endowment Fund are kept in perpetuity and invested to generate income that is used to further the work of the YMCA.

 

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The Heritage Society

The Heritage Society is a special way to recognize those who show long-term interest, commitment and support of the YMCA of Catawba Valley. Membership is extended to those who make a significant direct gift to the Endowment Fund (minimum of $5,000), as well as to those who include the YMCA of Catawba Valley Endowment Fund in a planned gift or estate.

 

Named Funds

A named fund is a wonderful, last way to pay tribute to a loved one, family member, business associate or friend. Leave your own legacy for the betterment of our YMCA community.

Named funds can be established and can be designated for the YMCA Endowment’s general fund or for the benefit of a specific YMCA branch program. The principal of the fund becomes part of the YMCA Endowment and capital appreciation, as well as additional gifts, allow the fund to grow.

 

Charitable Gift Annuity

In return for tax deductible contributions, the YMCA pays a fixed life income to you and/or a loved one. After your lifetime(s), the remaining balance passes to the YMCA Endowment Fund.

 

Life Insurance

When the added protection of an insurance policy is no longer needed, transferring the policy’s ownership to the YMCA can result in tax benefits for you and a generous gift to the YMCA.

 

Charitable Lead Trusts

If you desire to retain ownership of the trust principal to meet future financial goals for your family but have ample income now, a charitable lead trust directs income from the trust to the YMCA Endowment Fund for the specified terms of the trust. After that period of time, the principal returns to you and your designee.

Honorariums and Memorials

You can also make gifts to the YMCA of Catawba Valley Endowment Fund in honor of a special friend, associate or in celebration of a milestone. When you make a gift, a letter of thanks is sent to the person(s) you designate informing them of your thoughtful remembrance, with no mention of the gift level. Your gift investment will benefit the community for years to come in the name of someone special.

 

Beneficiary Designations

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

 

Outright Gifts

Immediate gifts of cash, appreciated securities, real or tangible property are welcome additions to the YMCA Endowment Fund.

 

Wills and Revocable Living Trusts

A gift to the YMCA by a will or living trust permits you 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 YMCA Endowment. You may name other charities as principal recipients as well.

 

Pooled Income Fund

A contributions to the YMCA’s Pooled Income Fund can accomplish the same preservation of life income to you and/or a loved one without the expense of maintaining a separate trust, by pooling assets with other donors.