Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures.
Your gift may be a specific dollar amount, a percentage of your estate, or the remainder after all other provisions are specified. Below is suggested language to take to your attorney for use in drafting your bequest.
For an unspecified gift that allows the Chautauqua Foundation to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:
"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."
To designate your provision for a particular purpose:
Please contact Jenny Stitely, CFRE to discuss named fund opportunities that will ensure your future gift meets your desired goals.
If you have named the Chautauqua Foundation in your will or trust, please let us know so we can ensure that your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift. However, if you prefer to remain anonymous, we will keep your name and gift in strict confidence.
Please contact Jenny Stitely, CFRE at 716.357.6409 or firstname.lastname@example.org for more information.