Planned gifts are deferred contributions which you can make through your will, retirement plan, trust, or other life-income plan, to name but a few options. They all offer attractive tax benefits, some of which can be immediate, particularly when you choose to fund your gift with appreciated securities, as you will reduce or eliminate capital gains tax.

Most important, planned gifts are added to Chautauqua’s endowment, ensuring that the programming quality experienced through all four of Chautauqua’s pillars – Arts, Education, Religion and Recreation, will continue for years to come.

 

Types of Gifts

Bequests

Bequests

A popular way to make a planned gift to Chautauqua is by a bequest in your will or trust. Estate gifts demonstrate your support for Chautauqua Institution but do not require you to part with needed assets during your lifetime. You may eliminate or reduce state or federal estate taxes.

A bequest can be made in one of the following ways:

  1. Specific Bequest: Name Chautauqua Foundation, Inc. as a beneficiary of your estate for a specified dollar amount.

  2. Residuary Bequest: Once all estate obligations have been satisfied, i.e., taxes, debts, expenses, as well as other specific bequests, some percentage of what remains is given to Chautauqua.

  3. Contingent Bequest: This type of bequest is conditioned on the occurrence of an event, i.e., one or more of your beneficiaries predecease you, in which case, Chautauqua becomes the beneficiary (of a Specific Bequest or a Residuary Bequest).

The following language may be helpful when arranging a bequest to CHQ:
Our legal name: Chautauqua Foundation, Inc.
The Tax Identification number is 16-6028421.

I give ($______ ) (or a specific asset such as securities, real estate or other property), or (___ percent of the rest, residue and remainder of my estate) to Chautauqua Foundation, Inc., in Chautauqua, New York, for permanent endowment for its general support of Chautauqua Institution.

If you would like to make a gift for a more specific purpose, contact Dusty Nelson, Director of Gift Planning, to discuss appropriate language and named fund agreements that will insure the proper application of your gift to meet your desired goals.

By making a bequest to CHQ, you are entitled to become a member of the Eleanor B. Daugherty Society.

* Please note that any type of planned gift you are considering should be discussed with your own professional advisors.

 

Memberships

The Eleanor B. Daugherty Society

By making a planned gift to Chautauqua Foundation, Inc, you are entitled to become a member of the Eleanor B. Daugherty Society, a group of Chautauquans who have included Chautauqua Foundation in their will or other estate plans. Click here to learn more about membership benefits. 

Chautauqua Foundation Planned Giving Committee

 

dustyNelson
Dusty Nelson, J.D.
andrew camden2013 sm
Andrew Camden
Jack Connolly
Jack Connolly
curatolo
Courtney Curatolo
Laura Currie
Laura Currie
Sylvia Faust
Sylvia Faust
joan Keogh sm
Joan Keogh
Susan Laubach
Susan Laubach
amyMead
Amy Mead

BethanneSnodgrass 20171018 rd 03790 sm
Bethanne Snodgrass

BEnSorensen
Ben Sorensen