1. Why have a Legacy Society?
Sometimes such gifts go unrecognized because they come at the end of the donor’s life. The Chautauqua Region Community Foundation Legacy Society provides a way for the Foundation to recognize and thank donors during their lifetimes. You may choose to remain anonymous; however, your participation in the Legacy Society can be an inspirational experience and may encourage others.
2. How do I become a member
If you have already made a gift or have included the Foundation in your will, you are already eligible for Legacy Society membership. If not, making a planned gift now or in the future through your will qualifies you for membership. Through your gifts, the Community Foundation will continue into the future, and you truly do create a legacy of timeless giving.
3. What types of gifts qualify?
- Bequest in a Will or Living Trust
- Charitable Lead Trusts
- Gifts of Life Insurance
- Charitable Remainder Trusts
- Pooled Income Fund Gift
- Bank Account
- Beneficiary Designation of Individual Retirement Accounts (IRA, 401K, 403B)
4. What to expect as a member?
As a member you will receive these special benefits:
- Initiation gift
- Peer recognition (with permission)
- Recognition in publications and at special events (with permission)
- Staff resources
- A permanent legacy
Your planned gift puts you in good company today. Tomorrow, your endowed fund will be multiplied with the gifts from other caring individuals and families for the betterment of our community for generations to come.
Legacy giving is easy. It only takes a plan.
If you have already included the Community Foundation in your estate plans and would like to be included in the Legacy Society, please let us know. We want to be sure we have your wishes on record to properly carry them out after your lifetime. Some individuals notify the Foundation but otherwise choose to keep their decision confidential.
For more information about the Legacy Society and leaving your own legacy, please contact us today, all requests for information will be held in strict confidence.