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gift planning

Retirement Assets

For many individuals, most of our accumulated wealth may be in some form of retirement plan - an employer’s pension or profit-sharing plan, an IRA, or a Keogh plan are the most common.  A gift through a retirement plan is the most tax-wise gift you can make, as these are the most heavily taxed assets at death because they are subject to both income and estate taxes.  You may choose to name Chautauqua Foundation, Inc. as beneficiary for all or part of your retirement account, leaving less heavily taxed assets to children or other heirs.   

By designating Chautauqua a beneficiary of your retirement plan, 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.