Planned Giving Home

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.

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 >>.

The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

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 >>.

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.