The Endowment Fund

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A Strong Investment Guarantees A Strong Future

The Endowment Fund provides long-term support to the Y’s mission areas of Youth Development, Healthy Living, and Social Responsibility.

Your gift provides lasting support for the Y to remain accessible to everyone – regardless of their ability to pay. The investment of our Y’s endowment is crucial to meeting our future needs. This may take the shape of increased financial assistance, significant new initiatives, or general operating support.

Your gift to the endowment is invested strategically by the YMCA of Frederick County. The Y’s Investment Committee guides the direction and growth of the endowment funds.

If you’re ready to support YMCA quality programs and services that build a healthy spirit, mind and body for all, contact Tom Clingman, VP of Social Responsibility at 301-663-5131 or by email at tclingman@frederickymca.org.

Planned Giving

Your Legacy Starts Here

One of the greatest personal aspirations in life can be to make a difference in your community or world. The issues that face our community include leadership development, health and wellness, education and childcare. The Y supports all of these issues, and through support of the Y endowment funds, your care and commitment for the issues can secure a foundation that will continue to address these most urgent needs in our community.

Your gift today ensures that tomorrow’s kids can enjoy the same chance to learn, grow, and thrive. A planned gift strengthens our Y’s endowment and delivers two benefits. In addition to the satisfaction of making a lasting gift, your generosity can result in significant tax and estate planning advantages for both you and your family.

Make a commitment now or in the future to support quality programs and services that build a healthy spirit, mind and body for all!

seniors going on a jog together

Your Partner In Planning

There are many ways to make a planned gift and build your legacy as a member of the Y’s Heritage Club.

  • BEQUEST – You can include the YMCA in your will or estate plan. You can retain control over your assets for your lifetime and provide a wonderful gift to support the YMCA’s future.
  • RETIREMENT PLAN – You can name the YMCA as a beneficiary of your IRA, 401(k), 403(b) or other qualified retirement plan through a simple change of beneficiary form.
  • CHARITABLE GIFT ANNUITY -You can make a gift to the YMCA and receive back a guaranteed income stream for life for you and a loved one.
  • LIFE INSURANCE BENEFICIARY – You can name the YMCA as a beneficiary of your life insurance policy also through a simple change of beneficiary form.
  • OUTRIGHT GIFT – You can make an outright gift to the endowment with cash or securities.

Heritage Club

Donations and bequests are recognized through the Y’s Heritage Club. Any donor who gives a gift/pledge of at least $10,000 cash or cash equivalent to the YMCA OF FREDERICK COUNTY Endowment Fund is considered a member. Members have up to 10 years to fulfill their pledges.

M. Robert Ritchie Circle

Those individuals who choose to give to the Endowment Fund through the Heritage Club at levels of $20,000, $30,000, $40,000 or $50,000 over a designated period of years are gratefully recognized as members of the M. ROBERT RITCHIE CIRCLE, in memory of this faithful supporter of the Y and generous community entrepreneur.

Legacy Society

Those individuals who choose to name the Y as a beneficiary in their will, bequest, or other investment instruments, are gratefully recognized as a member of the LEGACY SOCIETY.

Ready to get started?

The Y welcomes the opportunity to confidentially discuss any of these options with you. For more details, contact Tom Clingman, VP of Social Responsibility at 301-663-5131 or by email at tclingman@frederickymca.org.

Before You Make Your Gift:

Your financial/legal advisor can help you decide which vehicle is best for you and your own unique circumstances.

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