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gift planning

Life-Income Gifts

Life income gifts offer you a stream of income for your life, and a family member or friend if you choose, in exchange for making an irrevocable gift.  Your gift is invested and you, or the person you name, receive an income for life, and then the gift principal transfers to Chautauqua to be used as you have designated.  Charitable remainder trusts and gifts to Chautauqua’s Pooled Life Income Fund are popular life-income gift options.

A life-income gift offers reduced income taxes, if you use appreciated securities to fund your gift, as well as a possible estate tax reduction.

We would be pleased to speak with you about a life-income arrangement that would best fit your personal and philanthropic goals, without obligation.   

By arranging a life-income gift for the benefit of Chautauqua, you are entitled to become a member of the Eleanor B. Daugherty Society.

For more information, contact:

Karen Blozie
Director of Gift Planning
P.O. Box 28
Chautauqua, New York 14722
(716) 357-6244 
kblozie@ciweb.org

* Please note that any type of planned gift you are considering should be discussed with your own professional advisors.