Planned Giving

Community support beside you and your family

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.

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