SUPPORT THE Y STRENGTHEN YOUR COMMUNITY
To make your commitment or for more information about the Heritage Club, please complete this form.
I would like to learn more about the Heritage Club. Please contact me.
I choose to make a gift through:
Attached is my contribution.
A bequest in my will/trust.
Naming the Kettle Moraine YMCA, Inc., F/B/O Feith Family Ozaukee YMCA as a beneficiary of my IRA or life insurance policy.
Other:___________________________
US...IS A PROMISE
Daily, the Y strengthens communities for kids, adults, seniors, and families with programs that protect, teach, connect, heal, nourish, and encourage. It’s how we help communities and the “us” who live in them achieve our individual and collective promise. We can’t do it alone.
Join other visionary community members and consider a gift to the Heritage Club. Together, we can ensure the mission, ideals, and traditions of the YMCA will be present for generations to come.
Giving Today Helping Tomorrow
HERITAGE CLUB
For questions, please contact Rob Johnson at rjohnson@kmymca.org or 262-305-7553.
Please return to:
Feith Family Ozaukee YMCA
Attn: Rob Johnson | CEO
465 Northwoods Rd. Port Washington, WI 53074 (P) 262-305-7553 (E) rjohnson@kmymca.org www.kmymca.org
KETTLE MORAINE YMCA
Feith Family Ozaukee Branch
465 Northwoods Rd.
Port Washington, WI 53074 (P) 262-268-9622 www.kmymca.org
Kettle Moraine YMCA-Feith Family Ozaukee Branch
“You must be the change you wish to see in the world.”
IMPACTING LIVES NOW AND IN THE FUTURE HERITAGE CLUB MEMBERS
-Mahatma Gandhi
Todd & Susan Bennett
Bruce & Cathleen Berglund
Bob* & Carol Bonner
Jason & Karisue Cyrs
Joe & Jane Dean
Don Gregory
Joe & Joan Groh
Mal & Jill Hepburn
Dorothy Huber
Scott Jaeger
Neal Hobbs & Cory
Jepsen-Hobbs
Rob & Ann Johnson
*deceased
David Krill
Doug & Vicki McManus
Dan Micha Erik & Carol Moeser
Jason & Carol Moeser
Bill & Pat Moren
Jacki Steffen
Mike & Meg Terlizzi
Ron & Barb Theisen
Tom & Carrie Wall
Richard & Edie Webb
Rich & Elizabeth Zingale
FEITH FAMILY OZAUKEE YMCA ENDOWMENT FUND
The Heritage Club Fund, now valued at over $125,000, allows the Feith Family Ozaukee YMCA to deliver the promise to strengthen the community today and for future generations. Gifts are kept in perpetuity and invested to generate income used to further the work of the YMCA and its programs.
MAKING A DIFFERENCE
The Y has lasted in a world where so much comes and goes so quickly. We are community based, professionally managed, and able to meet the changing conditions of the future.
Your endowment gift helps make our community a safe and healthy place for children, families, teens, and adults to learn, grow, and thrive. Your generous gift is for now and the next generations. You are helping to perpetuate the work of the Y. Your
gift is one of the most important things you do for others in your lifetime – it touches so many lives.
BECOMING A MEMBER
Membership in the Heritage Club requires a commitment that, now or in the future, you will contribute to the Feith Family Ozaukee YMCA Endowment Fund. An outright minimum gift of $10,000 or naming the YMCA Endowment Fund as a beneficiary for $25,000 or more qualifies you for membership.
There are a variety of gift options available:
• Making an outright gift of cash-appreciated securities, property, or other marketable assets.
• Including the YMCA Endowment Fund as a beneficiary in your will or living trust.
• Naming the YMCA Endowment Fund as a beneficiary of a new or existing life insurance policy, IRA, pension plan, or bank account.
• Creating a charitable trust or annuity that directs all or a portion of the remaining assets to the YMCA Endowment Fund.
• Making a Qualified Charitable Distribution, if eligible, from an IRA. The minimum age is 70 ½, which can be used to satisfy a Required Minimum Distribution; funds or checks must be made directly to the Y.
• In the case of a will or other deferred gift, the amount need not be revealed, but if you choose to do so, it will be in our long-range planning. We would be pleased to provide you, your attorney, or your financial advisor with additional information. The information presented here is general. We recommend you contact your professional advisor to learn how this information relates to your circumstances.
