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Welcome to the Chautauqua Region Community Foundation
Home of Planned Giving
Thank you for your interest in the Chautauqua Region Community Foundation. Since 1978, it has been our goal to enrich the quality of life in the Chautauqua Region, and, with your support, we can continue achieving this goal for years to come. Whether you are a donor or professional advisor, we invite you to take the time and explore the benefits of planned giving, and all related content within this website. Through these benefits, we can build a stronger community together.
Benefits for Family and the Chautauqua Region Community Foundation
There are several types of plans. Many of these have wonderful benefits for donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these individuals. Just click on the picture and you can view each story.
 | Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
 | Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
 | Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Randall J. Sweeney
Executive Director |
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact rsweeney@crcfonline.org.
If you are a professional advisor, you may take the following steps on this site.
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"Tommy, I'm not sure that Dalmatians make the best pets," I told my grandson. The fire department was riding down Main Street in a shiny red engine. They were waving flags and I wondered whether they were hot in their navy blue t-shirts. 