Beginning with the Charter Members of the class of 2009, the Crittenton Heritage Society is a group of special donors who have chosen to include Crittenton Services for Children and Families in their estate planning, have contributed to the Crittenton Endowment, or included us in other planned giving arrangements.
The generosity of Crittenton’s Heritage Society members enables our children, youth and families to receive the most effective care possible from a highly qualified professional staff. In the long-term, The Heritage Society, makes it possible for our mission to ensure the journey of recovery to continue for this generation and the next.
Planned giving may provide the donor with a number of financial benefits and distribution options. Some of these benefits may include:
Reduced taxable income
Additional options for estate distribution to heirs
Reduced capital gains taxes on donation of appreciated assets
Donors may restrict use of funds to correspond to their personal preference. For example the funds may:
Be designated to the Crittenton Endowment
Indicate a specific time and/or purpose for use of the funds
Be used when and where needed most
This fund is set aside for future needs of the agency that will best benefit the children, youth and families in our care. Donations designated to the endowment become a part of the endowment “corpus” which always remains intact and grows with each donation. Funds drawn from the endowment are only taken from interest earned by the corpus. And donations to the endowment may be made in honor or in memory of individuals or groups.
Bequest in your will
Living trust or other non-charitable trust
Life insurance gift
Retirement plan gift
Charitable lead trust
Becoming a member of the Heritage Society is an important decision. Before you make that decision, let us tell you about our programs and services and provide you with material that you can review at your leisure. We would be happy to provide you with an opportunity to visit and discuss directly any questions you may have. If you decide to become a member of The Heritage Society benefits include:
Recognition in Crittenton Publications and other publicity efforts
Invitation to the Annual Heritage Society Luncheon
Invitation to the Annual Meeting of the Corporation
No minimum gift requirement and no distinction is made regarding the size or type of gift
*Crittenton does not give financial advice. We suggest you contact your Financial Advisor, Attorney, or CPA to learn the benefits of these or other means of donating.
It is my privilege to serve the clients, staff, board and volunteers of this wonderful agency. As CEO, I am committed to Crittenton’s success in the here and now. As a member of the Heritage Society, I am committed to Crittenton’s success in the future. Please join me in insuring that the work, helping the most vulnerable children and families, continues.
Joyce CapelleCrittenton’s CEO and Heritage Society Charter Member 2009