GIVING THAT
LASTS FOREVER
ESTABLISH
A FUND
The Chautauqua Region Community Foundation stewards a powerful legacy, managing over 700 endowment funds meticulously crafted to uplift countless non-profit organizations and vital entities across our community. By establishing a new endowment fund, visionary fund advisors can ignite a perpetual stream of support, directly fueling the organizations and causes closest to their hearts. This enduring financial commitment will resonate far beyond its inception, forging a lasting impact for generations to come.
GIVING OPTIONS AND
FUND TYPES
There are a number of customizable fund options to match your philanthropic goals.
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A flexible and tax-efficient way for clients to support multiple causes over time. Clients can recommend grants to charities of their choice while enjoying immediate tax benefits.
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For clients passionate about a specific cause—such as education, the arts, or environmental conservation—this type of fund allows them to make a lasting impact in a chosen field.
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Ideal for clients who wish to provide ongoing support to a particular nonprofit organization, ensuring long-term sustainability for the causes they care about most.
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Help clients invest in the future by supporting students through customized scholarships that align with their interests or profession.
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A great option for nonprofit organizations looking to establish an endowment fund to secure their financial future.
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Through wills, trusts, or retirement plan assets, clients can leave a charitable legacy that continues to make an impact beyond their lifetime.
CREATE A FUND
Establishing a charitable fund allows you to focus on the most inspiring part of philanthropy—directing your gifts according to your interests and passions!
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The process begins with identifying your passion. This can range from a specific organization or cause to broad community benefit.
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In this step, you’ll select your fund type and choose a name for your fund. We offer five different fund types that can help you reach your charitable goal. Fund names can be personal or cause based. Most often, funds are named for individuals and families.
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Now, you’re ready to sign your fund agreement. Our team will draft a simple agreement that lays out the fund’s criteria and details our legal and accounting requirements. You will also be able to designate fund advisors, who will serve as the main points of contact.
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Your new fund can be activated with an initial gift today or through a planned gift from a will or trust. Learn more about our Gift Acceptance Policy.
ESTABLISH A LEGACY
Each year, the Chautauqua Region witnesses the profound impact of endowment fund distributions, a testament to the enduring legacies of visionary individuals. Whether established in their own name or in honor of cherished loved ones, these funds create a perpetual link between a donor's vision and the vital needs of our community. This sustained support, extending far beyond the initial contribution, solidifies a lasting legacy that resonates for generations.
