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.
THE BENEFITS OF
PARTNERING WITH CRCF
Flexible Giving Options
We offer a variety of fund types tailored to your clients’ philanthropic interests, allowing them to give in a way that best meets their financial situation and charitable goals.
From donor-advised funds to legacy bequests, we help clients create a lasting impact on the causes they care about most.
Expertise & Support
As our region’s trusted community foundation, we offer deep community knowledge and philanthropic expertise. We provide customized charitable giving strategies and handle all administrative responsibilities, allowing you to focus on serving your clients.
Tax Advantages
Donating through CRCF can provide significant tax benefits. Clients may receive immediate tax deductions, avoid capital gains taxes on appreciated assets, and reduce estate tax liability through strategic giving vehicles.
Our team stays informed on the latest tax policies to help maximize these benefits.
Local Impact
Unlike national donor-advised fund programs, CRCF ensures that charitable dollars stay in the Chautauqua region, supporting local nonprofits, scholarships, and community projects that align with your clients' values.
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.
GIVING OPTIONS AND
FUND TYPES
We offer a variety of customizable fund options to match your clients’ philanthropic goals:
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A flexible and tax-efficient way for clients to support multiple causes over time. Clients can recommend grants to charities of their choice while enjoying immediate tax benefits.
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For clients passionate about a specific cause—such as education, the arts, or environmental conservation—this type of fund allows them to make a lasting impact in a chosen field.
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Ideal for clients who wish to provide ongoing support to a particular nonprofit organization, ensuring long-term sustainability for the causes they care about most.
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Help clients invest in the future by supporting students through customized scholarships that align with their interests or profession.
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A great option for nonprofit organizations looking to establish an endowment fund to secure their financial future.
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Through wills, trusts, or retirement plan assets, clients can leave a charitable legacy that continues to make an impact beyond their lifetime.
SIGN UP
We are committed to partnering with you to ensure that your clients' philanthropic visions are realized in the most effective and beneficial way. Contact us today to learn more about how CRCF can support your work in charitable giving!
