A LASTING
IMPACT
Secure a philanthropic legacy
PLANNED
GIVING
STRATEGY
Whether you live in the Chautauqua region or have family ties to the area, you’re invested in our community’s future. Our team wants to ensure you have the necessary tools to create a planned giving strategy that meets both your financial and philanthropic goals.
For some, a planned giving strategy means naming the Chautauqua Region Community Foundation or one of its many funds as a beneficiary of an individual or family policy, or in your will.
WHAT WE OFFER
Our team has valuable insight into community needs and local nonprofit organizations as well as opportunities to help optimize your tax advantages. As an organization, we have a strong, tradition of excellence managing the resources, relationships and legacies left in our care.
TYPES OF
PLANNED
GIFTS
In addition to naming the Chautauqua Region Community Foundation, or one of its many funds, as a beneficiary of your will or trust, you may also include us in a life insurance policy, charitable gift annuity, or in an IRA.
You may choose to start a fund during your lifetime and enhance it with a planned gift, or simply outline your wishes and direct your planned gift to support the causes and organizations that mean the most to you.
To learn more about our Gift Acceptance Policy, please contact Tina Downey via email at tdowney@crcfonline.org.
WHAT FUND TYPE
IS RIGHT FOR ME?
We offer five different fund types that can help you reach your charitable goals.
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UNRESTRICTED
Meet the changing needs of the community.
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DONOR DESIGNATED
Provide annual support for specific nonprofit organizations.
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DONOR ADVISED
Actively engage in grantmaking by using the Foundation as a philanthropic consultant.
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FIELD OF INTEREST
Focus on a specific interest area or on a geographic preference.
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SCHOLARSHIPS
Help local residents pursue goals in higher education, job training and certification.
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.
OUR LEGACY SOCIETY
By informing our team of your planned giving strategy, you will be automatically enrolled in our Legacy Society. This honorary membership allows the Community Foundation to thank you for your generosity and brings members together throughout the year to learn about our work.
