LEAVE A LASTING LEGACY FOR YOUR COMMUNITY'S FUTURE
Endowment giving is a way to permanently support opportunities for the Catawba Valley community. Interest from the endowment is used to support vital programs while maintaining the corpus is held for the long haul.
Why Give to the Y?
The YMCA has been an integral part of the Catawba Valley Region for more than 50 years. We’ve always been more than just a gym and swim - filling gaps and supporting critical needs in ways that no other organization can. Every day, our Y faces extraordinary challenges, but our YMCA's commitment to the health and well-being of our community is stronger than ever.
Our ability to remain a vital thread that holds the fabric of our community together depends on you.
When you give to the YMCA of the Catawba Valley, you create opportunities for us all to live, work and play in a strong community. With your help, our Y can focus on what we do best and where we’re needed most - caring for our community.
READY TO REVIEW YOUR GIVING PLAN?
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.
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.
You may add the YMCA as a revocable beneficiary of your qualified IRA, pension plan, bank account or insurance policy.
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 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.
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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