The Legacy Society honors those people who have invested in our community’s future by including the Crawford Heritage Foundation as a beneficiary in their estate plan.

Planned gifts from an estate benefit the community in perpetuity. They may be directed towards one of the Foundation’s current beneficiary organizations or funds, or can be used to establish a new fund for nearly any charitable purpose you wish. A minimum gift amount is not required. However, at least $5,000 is needed to establish a new fund.

We don’t require you to tell us the amount of your gift. But, if you plan to start a new fund, we encourage you to discuss the details of with us to ensure that we can comply with your wishes.

Charitable bequests are typically included as provisions in a will, but there are other options. You can also make the Foundation the beneficiary (in whole or in part) of an insurance policy, charitable trust, individual retirement account (IRA) or 401K.

To join the Legacy Society, simply notify the Foundation in writing of your intent. The Foundation provides a confidential statement of intent form for this purpose. Your planned gift to the Foundation may be altered at any time but we ask that you inform us of the change.

The Foundation recommends that you discuss a planned gift with a financial and legal advisor to ensure that it meets your needs while it benefits the community. Contact a Foundation representative to discuss how we can assist you to leave a legacy here in Crawford County.

The Foundation offers its sincere appreciation to the
following people for their foresight and generosity.