ENDOWMENT Today, Tomorrow, Forever Powering Health and Meaningful Connections through Every Season of Life DONATE TODAY What is an Endowment? Creating an endowment is a way you can establish a living legacy at the Y — in your own name or that of a loved one. Endowment gifts are especially meaningful because they enhance the Y in perpetuity. These gifts create permanent funds where the principal of the gift is continually invested to generate earnings. Each year, a portion of the fund’s balance is transferred to support the Y program you choose. The core of the fund remains invested for long-term growth. When you establish an endowment, you can design it to support any area at the Y that is important to you, such as: supporting access and belonging for all, directors and staff in a particular branch, enhancements to a program, facility, or team. While gifts of all sizes are welcome, you may create a named endowment with a commitment of $25,000. Many donors decide to make a gift that allows their endowment to start benefiting the Y immediately, while arranging for a planned gift that increases its impact in the future. STEVE TRILLER COMMUNITY BUILDER FUND Recognizing Steve’s servant leadership, deep care for the Y’s mission, and ability to develop a culture in the YMCA that fosters a love for all youth, families and seniors so they can reach their potential, build character and grow in spirit, mind and body. The fund will be used to BUILD PEOPLE UP with a special eye on kids who are less likely to be in group sports and deserving of connection that fosters being seen and heard. DONATE TODAY FLEXIBLE OPTIONS TO CREATE YOUR ENDOWMENT Do you want to see the impact of your endowment at the YMCA today while you build your endowment’s principal over time? Start forever, today: Make an impact through the YMCA today that will carry on forever. Define and build your legacy through the YMCA Witness the impact of your endowment today Maximize charitable tax planning Learn more about the YMCA Endowment Fund and meet our Investment Committee. ENDOWMENT FUND FIVE FOR FIVE FLEX ENDOWMENT This flexible endowment can fund your endowed gift over the next five years and provide support forever! Establish a named endowment through a pledge commitment of $5,000 a year for five years. MAKE A COMMITMENT TODAY How to Consider your Non-cash Assets to Establish your Endowment You can plan to fund your endowed gift through your estate. A virtual endowment enables you to hold onto your assets while providing the YMCA the same annual impact that an actual endowment will generate. This allows you to make a significant gift that might otherwise have to be postponed for economic reasons, while at the same time feeling the impact of your gifts today. Appreciated Securities Securities and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to Y. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself. SECURITIES Gift of Life Insurance When the original purpose for a life insurance policy no longer applies—such as educating children now grown or providing financial security for a spouse—your policy can become a meaningful way to support our work. There are three ways to give life insurance to the Y: Name us a beneficiary of the policy, make an outright gift of an existing policy, or make an outright gift of a new policy. LIFE INSURANCE Gift of Real Estate Want to make a gift to YMCA of Pierce and Kitsap Counties without touching your bank account? Consider giving us real estate, such as a personal residence, vacation home, farm, commercial property or undeveloped land. Such a generous gift helps us continue our work for years to come. REAL ESTATE Partial or Equity Share in Business If you hold stock in a closely held business, you may be able to use that stock as a powerful way to support our future. Closely held stock is most often used to support our work in the form of an outright gift. STOCK Federal tax ID number: 91-0565562 Young Mens Christian Association of Pierce and Kitsap Counties 4717 S 19th Street Suite 201 | Tacoma, WA 98405 HOW DO I SET UP AN ENDOWMENT AT THE Y? DOWNLOAD YOUR ENDOWMENT GUIDE Endowments may support programs, facilities, positions, Y Scholarships, greatest need What is the area you care about most? Your gift can enhance any area at the YMCA of Pierce and Kitsap Counties. You may designate your gift and establish an endowment in support any of the Y’s branches, programs, positions, facilities, Y Scholarships, or greatest need. Your investment will be put to use right away to create outstanding and meaningful experiences for our Y members and in outreach to the community. START YOUR ENDOWMENT GIFT TODAY Y Experience Scholarship Endowment The Y Experience Scholarship Campaign helps remove the financial barriers to accessing YMCA facilities, programs, and services. The scholarship provides individuals and families the opportunity to participate in the life-changing programs and services offered by the YMCA regardless of age, background, ethnicity, ability, or income. YES to every child, teen, adult, and family in developing to their full potential and achieving their best. YES to programs and activities that support individuals and families in realizing healthy lifestyles and meaningful connections. SAY YES TO ALL TODAY CONTACT US Carol Kowalski Director of Planned Giving Chartered Advisor in Philanthropy® 253-534-4776 EMAIL CAROL “Giving to the Y has become a family tradition." Cal and Joanne Bamford, YMCA Donors DONATE TODAY ABOUT About Us Blog Privacy Y Stories ENGAGE Careers Contact Us Gift Certificate Request Member Feedback STAFF Email Login Marketing and Communications CEO Speaking Request Form Staff and Volunteer Shout Out Form CONNECT WITH THE Y Facebook Twitter Youtube App store Google play SIGN UP FOR EMAIL UPDATES © 2021 YMCA of Pierce and Kitsap Counties. The YMCA of Pierce and Kitsap Counties is a 501(c)(3) Non-Profit Organization. Donations are tax-exempt EIN:91-0565562