PLANNED GIVING...
YOUR GIFT, THEIR POTENTIAL
The Greater Marco Family YMCA is committed to strengthening the foundations of community through our focus on youth development, healthy living and social responsibility. Your commitment to planned giving is the strongest statement of support that a friend of the Y can make. There are numerous ways to outline your planned giving including gifts of cash, securities, retirement plan assets, savings bonds, real estate, stock and life insurance. There are almost as many variations on ways to make a donation as there are needs to be met.
YMCA Heritage Club
The members of the YMCA Heritage Club are individuals and families who have made an outright or planned gift to the YMCA's Endowment Fund. The Endowment Fund draws only on interest, never on principal. In this way, we give everyone, and especially our youngsters, the security of knowing something about their future... that there will always be a Y.
Proceeds from the principal are used to enhance programs, grant scholarships, begin new programs or improve facilities. The endowment committee of the Board of Directors has the responsibility for the management of these funds subject to the approval of the Board of Directors. This includes the fund's preservation, growth and intended use. Accurate records are maintained on each individual fund designation to assure proper accounting of both principal and income.
As an integral part of your overall financial plan, the benefits from your endowment gift will help secure your family's future even as it perpetuates the work of the Y for generations to come. Gifts to the endowment may be unrestricted or designated.
Gifts take many forms including a bequest through one's will or trust, appreciated assets such as stock, naming the YMCA as a beneficiary of a life insurance policy or retirement account, or by making a direct cash contribution.
For more information, or to become a Heritage Club member, please contact Leslie Drake at (239) 394-3144 ext 205 or
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