What Will Your Story Be?
The Chautauqua Region Community Foundation can help you create a planned giving story that best fits your needs today and into the future. Some of your options include:
- Charitable Bequests
- Charitable Gift Annuities
- Beneficiaries of Insurance Policies/IRA
To design a gift that benefits people and organizations you care about most, we recommend obtaining counsel from professional advisors who specialize in estate planning. We can work with you and your advisors to formulate a plan for tomorrow while maximizing benefits today.
However you give, your gift can change lives, today and into the future!
For more information about Planned Giving please contact us today, all requests for information will be held in strict confidence.
A Vision for Charitable Gift Annuities
Gladys Peterson
Planned Giving: Charitable Gift Annuity
Impact: Gladys’ gifts created endowment funds that will help further Hillcrest Baptist Church’s mission through education, youth activities, and missionary outreach.
Story: For Gladys, Hillcrest Baptist Church was not only a place of worship, but her second home. She and husband, Lyle, raised their three children in the church, as hard-working people of faith who gave back to their community. Looking for a way to support her church and ensure its future vitality, Gladys established a Charitable Gift Annuity with the Foundation.
Following her death, the remainder of her original gift, invested through the Foundation’s portfolio, was placed in several designated funds to benefit Hillcrest– forever!
A Bequest that Benefits Students
Grace Hazzard
Planned Giving: Bequest
Impact: The Hazzard’s bequest created a scholarship endowment fund that has to date helped provide over $1 million in support to area students.
Story: The Hazzards were local figureheads who were deeply involved in giving their time, talents and financial support to the community. In 1954, they died in a tragic automobile accident near Stow, NY. Prior to their untimely deaths, Mr. Hazzard made provisions in his will to establish an educational scholarship fund to benefit area students attending college.
Currently, the Hazzard’s bequest has provided over $1 million in scholarship support to nearly 1,500 area students!
Insurance Well Spent
Dr. Robert Hagstrom
Planned Giving: Insurance Beneficiary
Impact: Dr. Hagstrom’s gifts created endowment funds to help support the Chautauqua County Humane Society and scholarships for area students.
Story: Dr. Hagstrom was a well-known educator and humanitarian. Upon his death, he chose the Foundation as a beneficiary, creating several designated funds to support the Chautauqua County Humane Society, as well as scholarship funds to provide support for elder care professions and JCC students transferring to SUNY Fredonia.
“If more people utilized the Foundation, more organizations would be better off in the long-run; thus the nature of the entire community could change.” – Dr. Robert Hagstrom
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