A SHARED
VISION
What’s important to your client
is important to us
PARTNER
WITH US
Every day, we work with attorneys, financial planners, accountants and other professional advisors to create a planned giving strategy for clients that want to combine their financial interests with their philanthropic ones.
By working together, we can create an individualized plan to help your client see immediate tax benefits while creating a lasting impact that will be felt for generations.
A LASTING LEGACY
Whether your client lives in the Chautauqua region or has family ties to the area, they may be invested in our community’s future. By working with the Chautauqua Region Community Foundation, your client can focus on the inspiring part of philanthropy—directing their gifts according to their passions and interests, while our team manages all of the administrative details.
