Learn More about the Heritage Circle and How to Benefit Crozer-Keystone through Your Estate Planning
The Heritage Circle represents a unique group of individuals who, through thoughtful and generous gift planning, have made a sound investment in quality healthcare for future generations. These donors are dedicated to the health of those who live and work in our community.
We can help you explore the opportunity estate planning provides as a way to support the mission of the hospitals of the Crozer-Keystone Health System while ensuring your family’s financial security.
Preparing an estate plan does not need to be cumbersome or complicated. Here are four simple steps to help you get started:
- Gather information about your assets, including retirement funds, bank accounts, real property etc.
- Think about the people and organizations that mean the most to you and how you would like to provide for them.
- Identify an individual who can serve as your executor.
- Meet with an estate planning professional. If you do not have an attorney in mind, your local Bar Association can make a referral or our staff can find a referral for you.
Including the Crozer-Chester or Delco Memorial Foundation in your estate plans is a commitment to the future of our hospital. Members of our Heritage Circle are among our most dedicated supporters and have our gratitude as well as that of those we care for. If you would like additional information, call the Foundation offices at (610) 447-6175 or visit http://give.crozer.org.
TD Bank Presents Proceeds of Affinity Program
Participating in the presentation are, left to right, Stephen P. Sullivan, Crozer-Keystone vice president and executive director of the Crozer-Chester Foundation; Thomas P. Jordan, vice president and retail market manager, Delaware County, TD Bank; Tamika Friend, assistant vice president of the Widener Store, TD Bank; Lori Markusfeld, assistant vice president of Foundations, Crozer-Chester Foundation; and Frank Naylor, regional vice president of Commercial Lending, TD Bank.
TD Bank recently presented a contribution of $4,487.33 to the Crozer-Chester Foundation to be used to support the general operating needs of the hospitals of the Crozer-Keystone Health System (CKHS).
This annual donation to CKHS is based on the number of employees, physicians, volunteers and other hospital family members who sign up to participate in the Affinity Banking Program. Participation in the Affinity Banking Program is open to new and existing customers. The more people who participate, the larger the annual donation will be to CKHS. For more information about the Affinity Program, contact the Foundation office at (610) 447-6175.