Resources for Professional Advisors

In your work as a professional advisor, you value professionalism, integrity, and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to the Chautauqua Foundation. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.

Tools for Professional Advisors

Legal name: Chautauqua Foundation, Inc.
Legal address: P.O. Box 28, One Ames Avenue, Chautauqua NY 14722
Federal tax ID number: 16-6028421

See the Benefits Today

Provide your clients with a free, no-obligation illustration of their gifts to Chautauqua with our Gift Illustrator tool. Instantly calculate deductions, tax savings, and other benefits for multiple gift types.

Official Language for Including the Chautauqua Foundation in a Will

If your clients are interested in supporting Chautauqua with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.

Partner With Us

We understand that gifts to charities such as Chautauqua can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff—all working together to arrange the best gift possible.