Planned Giving

Planned giving is a win-win scenario for a donor and a charity. Just as there are many different types of investments, there are many ways to improve a person’s finances and reduce taxes while also providing valuable support to a charity like Chautauqua Hospice & Palliative Care.

There are so many ways that investments and life insurance can be repurposed as a person’s circumstances change in ways that better suit the individual and greatly benefit an important organization.

Planned giving contributions can be made by transferring of appreciated securities, designating a gift in your will, designating Chautauqua Hospice & Palliative Care as a beneficiary of a retirement account or life insurance policy, and many other ways. A gift of any amount can meaningfully benefit the mission of Chautauqua Hospice & Palliative Care.

A gift of appreciated assets, such as stocks or bonds, allows you to avoid capital gain taxes and receive a tax deduction.

A bequest to Chautauqua Hospice & Palliative Care in your will or living trust can be expressed as a certain amount or specific asset(s) and is not effective until after death.

Naming Chautauqua Hospice & Palliative Care as a beneficiary of your life insurance policy, retirement plan, or IRA requires a beneficiary designation to be with the company sponsoring the plan. These gifts are not effective until after death and are often expressed as a percentage.

If you would like to support Chautauqua Hospice & Palliative Care through a planned gift, we would be happy to meet with you and your financial advisor. Please call if you have questions or would like to meet with us.

The sooner you call 716-338-0033 the more we can do to fulfill your wishes and make your journey easier. If you’d rather we contact you, fill out our contact form, and we’ll be in touch soon!

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