Tuesday, January 06, 2009
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The Ontario Trillium Foundation

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Heritage Club Membership Guidelines

The following guidelines have been established for individuals or families who wish to show their support of the YMCA by making a cash or future planned gift to the K-W YMCA Endowment Foundation.

•  Although donors can give any amount to the Foundation, the minimum amount (present or future) required to join the Heritage Club is $10,000;

•  There are four categories to reflect the various levels of giving:
       Bronze -   $10,000 to $25,000
       Silver -     $25,001 to $50,000
       Gold -      $50,0001 to $99,000
       Platinum - $100,000+

•  The gift must be a direct gift to the Foundation;

•  The donor must provide documentation (bequest wording, insurance policy,
    or letter of intent) of the planned gift to the Foundation office;

•  The gift is either an outright cash gift, a gift in kind (stocks, bonds, shares are all acceptable options), a bequest, a gift of charitable life insurance, a charitable gift annuity or other type of planned gift approved by the Foundation Board of Trustees;

•  All restricted or directed planned gifts must be approved by the Foundation Board of Trustees.

If you would like to join the Heritage Club, please contact the Foundation Office.  We'd love to help you meet your philanthropic objectives through your gift to the K-W YMCA Endowment Foundation!

 

 
Giving Home  |  Donations  |  Give Now  |  Give Tomorrow  |   Grow In Spirit
Heritage Club  |  Events  |  Information  |  Volunteer  |  What's New
 

 

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