Ensure the University YMCA's legacy.
The Heritage Circle is a critical part of building long-term financial stability for the University YMCA. The Endowment has received gifts for permanent investment since 1952. In 2016, the University YMCA Board of Trustees switched to a Socially-Responsible Investment Portfolio to better integrate our investments with our values. Strengthening this long-term support ensures the University YMCA can sustain its work.
You may also become a part of the Heritage Circle by including deferred gifts in your long-range plans. By doing this now, the possible tax advantages to you can increase the value of your estate, enabling you to do much more than you ever dreamed possible.
We are serious about stewardship. Learn more about our commitment to socially responsible investment for all gifts to our endowment.
How to become a member:
Any one of these forms of a current or future planned (deferred) gift is all that is required:
- Make an outright gift of at least $5,000 in value of money, land, stock, insurance, copyrights, oil rights, letter stock, or an individual fractional interest to the University YMCA Endowment. The Development Office can work with you to create a pledge payment schedule.
- Make or revise a Will directing an eventual gift to the University YMCA Endowment through a percentage, fixed amount, or contingency statement.
- Name the University YMCA Endowment as a primary or secondary beneficiary of a new or existing insurance policy, 401(k), or other retirement plan.
- Create a Charitable Remainder Unitrust or an Annuity Trust, a Pooled Life Income, a Charitable Gift Annuity, a Short-Term Trust, a Life Estate or Bank Deposit that eventually directs all or a portion of the principal to the University YMCA Endowment.
How to indicate your interest:
We are so happy to talk with you more! Please e-mail email@example.com or call 217-337-3166, and our Development Staff will be happy to assist you in any way necessary.
Heritage Circle Dinner:
To show our appreciation, members of the Heritage Circle are honored each year at an informal dinner party. We would love to have you as our guest. Please e-mail us at firstname.lastname@example.org for more information about our upcoming gathering.