Planned Giving

Crittenton’s Heritage Society

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 highly qualified professional staff. In the long-term, The Heritage Society, makes it possible for our mission to ensure the journey of recovery continues for this generation and the next.

Advantages of Planned Giving

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

The Crittenton Endowment

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.

Examples of Planned Gifts

Bequest in your will

Living trust or other non-charitable trust

Life insurance gift

Real estate

Retirement plan gift


Charitable lead trust

Heritage Society Membership

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:

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

Contact Us

For further questions about our mission or the Heritage Society membership process please connect with our headquarters office.

*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 help the clients, staff, board and volunteers of this wonderful agency. 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 Capelle

Heritage Society Charter Member 2009

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