Heritage Circle

• overview
• how to join
• benefits of membership

Overview

Planned gifts are the ultimate expression of confidence and commitment to Crozer-Chester Medical Center.  In 1997, we established a special society or circle to honor and recognize those who make financial provisions to Crozer through a planned gift.  Members of our Heritage Circle represent a unique group of individuals who, through their thoughtful and generous gift planning, are making a sound investment in quality health care for future generations. 

How to Join

The following types of commitments, confirmed in writing and subject to certain restrictions, qualify you for membership in Heritage Circle:

• a bequest provision in your Will or revocable trust;
• a life-income gift that names the Foundation as a remainder beneficiary, such as a charitable remainder trust, or a charitable gift annuity;
• a charitable lead trust that provides income to the Foundation for a donor’s lifetime or a term of years;
• a gift or assignment of qualified retirement plan assets, such as an IRA, 401(k) or 403(b);
• a gift of life insurance;
• certain other planned gifts.
  

If you have already included the Foundation in a bequest or other planned gift, we hope you will let us know. Your willingness to be listed as a member of Heritage Circle encourages others to follow your example. We acknowledge and respect those who wish to remain anonymous, but we urge you to let us know of your plans on a confidential basis in any case. It supports the Foundation’s planning for the future. Of course, if you have not yet included the Foundation in your plans and you would like to explore the best options for you and your family, do not hesitate to contact us. We would be glad to assist you on a confidential basis and without any obligation.

Benefits of Membership

In an effort to preserve your legacy for the purpose it is intended, we have chosen a few simple ways to recognize your commitment. Each new member will receive a certificate of appreciation and letter of thanks from the President and CEO of the Foundation, along with a handsome recognition gift that we hope you will treasure for years to come.

In addition to these small expressions of gratitude, we hope you will allow us to recognize you as a member of the Heritage Circle in our annual donor recognition publication. Your inclusion in this publication encourages others to join in this important effort. Lastly, as a member of Heritage Circle, you will receive timely information, tips, and ongoing professional gift planning services from the Office of Planned Giving.

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