Planned Giving Opportunities: CWC Legacy Circle
When you plan a gift to the Chautauqua Women’s Club (CWC), you are doing more than just donating—you’re shaping the future of an organization that has enriched countless lives. Your thoughtful contribution ensures that CWC continues to inspire and empower for generations to come, while also helping you achieve your personal financial and philanthropic goals.
Benefits to You
Planned giving allows you to maximize your charitable impact, often in ways you never imagined. Based on the gift plan you choose, you may experience one or more of the following benefits:
- Lifetime income for you or another person
- Tax-saving gifts to children and grandchildren
- Income tax savings
- Potential reduction or elimination of federal estate tax
- Capital gains tax savings
- Fulfillment of philanthropic goals
Your gift can be directed toward sustaining vital programs, scholarships, or creating permanent funds that secure CWC’s future, making a lasting impact in areas you’re most passionate about.
Bequests
Bequests are by far the most common and often simplest way to plan a gift to benefit CWC. By including CWC in your will, you can ensure that your values and passions live on, without affecting your current financial resources. Bequests offer flexibility, allowing you to:
Simple Bequests
A simple bequest can be made in the following ways:
- Specific Bequest: CWC as a beneficiary of your estate.
- Residuary Bequest: Once all estate obligations (taxes, debts, expenses and other bequests) have been satisfied, all or part of what remains is given to CWC.
- Contingent Bequest: This type of bequest is conditioned on the occurrence of an event (such as one or more of your beneficiaries predeceasing you). In that case, CWC becomes the beneficiary.
Next Steps
Seek the advice of your financial or legal advisor. Here is some language that may be helpful as you create or revise your will:
I give ($_____) (or a specific asset such as securities, real estate or other property), or (___ %) of the rest, residue and remainder of my estate the Chautauqua Women’s Club in Chautauqua, New York for general support of the organization.
Beneficiary Designations can also fulfill gift planning goals by signing a beneficiary form for your IRA, 401(k), 403(b), life insurance policies and other retirement benefits that name the Chautauqua Women’s Club.
If you include the Chautauqua Women’s Club in your plans, note we are a 501(c)(3) non-profit organization. Please use our legal name and Federal Tax ID:
Legal Name:
Chautauqua Women’s Club, Inc.
Address:
30 South Lake Drive
PO Box R
Chautauqua, NY 14722
Federal Tax ID Number:
16-6037537
If you are considering or have already included the Chautauqua Women’s Club in your planned giving, please contact Kelly Ann Boyce at president@chautauquawomensclub.org. By informing us of your generous support, we can ensure your commitment is properly recognized.
Join the CWC Legacy Circle
When you include CWC in your estate plans, you will be honored as a member of the CWC Legacy Circle. As a member, you’ll be invited to exclusive events and programs designed especially for those who help ensure the longevity of CWC’s mission.
Your legacy will live on through your generosity, supporting the continued growth of CWC, and making a lasting difference in the lives of future generations.
*We suggest that prospective donors consult with their attorney, accountant, or other appropriate professional to discuss their particular situation and the impact of gift planning.