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THE ENDOWMENT FUND
Endowment gifts generate interest income to support YMCA scholarships, programs and facilities, while the original donation is maintained intact. These gifts make it possible for the Y to continue responding to the needs of the CSRA for years to come. As a nonprofit, charitable organization, the Endowment Fund is critical to ensuring that the work of the YMCA continues with children and families in our next generation.
Beyond assuring the continuation of the Y’s work, endowment giving can benefit donors with tax and estate-planning advantages. If you have a specific interest at the Y, your tax-deductible gift can be designated for that purpose.
WAYS TO GIVE
Outright gifts of cash, property, appreciated security or other marketable assets.
Include a gift to the Family Y’s Endowment Fund in your will for a percentage of your estate, a specified amount of the residue of the estate.
Charitable Trusts are gifts with life income retained by you and/or a loved one. After your lifetime(s), the trust principal passes to the Endowment Fund.
Name the YMCA as the owner or primary contingency beneficiary of a new or existing insurance policy, qualified IRS, pension plan or bank account.
These gifts may be used to enhance the long-term value of your life estate and income objectives of you and your family, while making an important contribution to the Y.
GIVING WITH TRUST
The Family YMCA of Greater Augusta is an IRS designated non-profit 501(C)(3) organization. The Family Y’s Endowment Fund is managed by an elected Board of Directors comprised of qualified individuals who share a commitment to the Y’s mission. The Board ensures that all revenue generated by designated funds are directed to programs per donor specifications. Investment of the Endowment Fund is managed by the Community Foundation for the Central Savannah River Area.
Endowment Board of Directors
Lloyd DeFoor, Chairman
Tammy Rivers, Vice Chair
Jerry Creech
Keith Dutterer
Ed Enoch
Dr. Gregory A. Francisco
Harrison Gresham
Hank Griffin
Jim Havlick
Helen Hendee
Dan Holloway
Nancy Kieltsch
Sanford Lloyd
Dr. Stacey Mabray
John McCollum
Lashauntel Pinckney
Walker Posey
Suzanne Sharkey
Jay Wilson
The Community Foundation
The Community Foundation for the CSRA is our trusted philanthropic partner. They work with us to connect passion with purpose so that, together, we can strengthen our community for all. The roots of the Community Foundation for the CSRA run deep in Augusta and its surrounding communities. For more than 25 years, they have faithfully connected the philanthropic spirit of our community members with nonprofits and community initiatives throughout Richmond, Columbia, McDuffie and Burke counties in Georgia and Aiken and Edgefield counties in South Carolina. All of their work is grounded in our collective desire to enhance the quality of life for all residents of our region — for today and tomorrow. The Community Foundation’s mission is to engage, inform and inspire donors and nonprofits to build a stronger and more vibrant community.
To learn more about the Community Foundation. visit www.cscsra.org.
HERITAGE CLUB
The Family Y’s Heritage Club celebrates individuals and families who have chosen to make a lasting impact on the Family YMCA and our communities by generously making or planning future gifts to our Endowment Fund. These gifts make it possible for the Y to continue responding to the needs of the CSRA for years to come.
Just as we strengthen our minds and bodies today, the Family Y is strengthening our organization for tomorrow. As a nonprofit, charitable organization committed to being physically and financially accessible to everyone, the Family Y’s Endowment Fund is critical to ensuring that the work of the YMCA continues with children and families in our next generation.
Heritage Club Members
Bill Bauerle*
Bharat Bhatt
Sue & Tom Briatico
Paulette & Ron Brown
Robin & Will Callicott
Doris & Maurice Charnock
Jerri & Bill Coleman
Judy & Robert Crais
Mary & Bill Crowder
Latricia & David DeLong
Sharon & Ed Enoch
Lauren & Greg Francisco
Sharon & John Gillion
Leslie & Kevin Glass
Venus & Hank Griffin
Katie & Jay Harden
Bette-Jane & James Havlick
Helen Hendee
Susan & Scott Johnson
Karen & Will Jones
Kendal & Bill Jones
KAMO
Frances & Richard Kieltsch
Nancy Kieltsch
Anne & Andy Knox
Bob Knox
Calvin Lawyer
Catie & J.D. McCauley
Mary Anne & John McCollum
Kay & Danny McConnell
April & Berry McCorquodale
Betty Meehan
The Miracle Family
Jennifer Newton
Richard & April Parker
Traci & Steve Pokrywka
Joe Pollock
Walker Posey
Julie & Charlie Prescott
Dusty & Kevin Rawlins
Lynn & Dan Rickabaugh
Tammy Rivers
Dawn & John Steiner
Mr. & Mrs. H.A. Strickland, Jr.
Connie & William Tam
Jeannette & James Thomas
Lindy Tudor
Sandy & David Vantrease
Donna & Anthony Waite
Ron & Fran Weber
George Wilson*
Jay Wilson
JoAnn & Don* Winslow
Cheryl Wirt
Stephanie & Chris Withers
Melrose & Ron York*
Caroline & Bennett Yort
HOW TO GET STARTED
If you would like to learn more about the fund or are ready to get started, contact the Family YMCA of Greater Augusta’s development department at 706-922-9656. We recommend you consult with your financial planner or estate planner as well. To designate a gift to the Family Y, please provide the following to your financial or estate planner: The CSRA Family Y Foundation, Inc FEIN# 27-3667424.
