A Pie Analogy for Giving
Picture your estate as a pie. When you decide whom you want to share it with, you can cut big slices, little slices, or somewhere in between.
We talk to many supporters of Chautauqua Foundation, Inc. who worry that leaving a gift in their will to Chautauqua may jeopardize their family’s well-being. The pie analogy comes in handy. You dictate the serving sizes. You can ensure that your loved ones get the biggest portion of your estate. You can also make sure your family gets served first.
Here is how:
Instead of a fixed amount, consider leaving Chautauqua Foundation, Inc. a percentage of your estate or of specific assets. That way, your charitable gift will adjust according to future circumstances, and gifts to loved ones will remain proportional—no matter how your estate fluctuates. Here are two ways to do it:
- Gift a percentage of your estate to Chautauqua Foundation, Inc. in your will.
- Leave Chautauqua Foundation, Inc. a percentage of your residual estate (the portion of your estate that remains after all gifts and bequests have been made and all claims of the estate are satisfied).
The great thing about gifts from your will is that they are flexible: You can change your mind at any time. Just know that whatever you settle on, a gift to Chautauqua Foundation, Inc. does not have to be large—every slice makes a difference.
Save a Slice for Chautauqua Foundation, Inc.
Even a small piece of your estate makes an impact. Contact Jenny Stitely, CFRE, CAP® at 410.598.6845 or jstitely@chq.org to learn more about supporting Chautauqua while serving family first.