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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.


Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.


Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.


Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.


Bequests
Joe and Anna are supporters of many charitable causes. They believe it is important to support and encourage community development, no matter what community that might be. More on Bequests >>.


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.


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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