Bequests

The NCCF Bequest Society

For many years, the NCCF has been aware that generous people have included local philanthropy in their estate plans by designating future gifts to the NCCF. To recognize these special donors, we have created the Bequest Society of the Northern Chautauqua Community Foundation, a program that enables us to acknowledge this generosity.

Bequest by will: Including a charitable bequest in your will is a simple way to make a lasting gift to your community. When you make this gift through your community foundation,we establish a special fund that benefits the community forever and becomes your personal legacy of giving.

Download Bequest Society Membership Form

Sample Bequest Language

Bequest Form Online

Becoming a Part of the Society

The Bequest Society of the Northern Chautauqua Community Foundation recognizes those who have notified us that they have included the NCCF in their will or another deferred giving plan. Here’s how to become a part of the Society: 1) Arrange your estate to leave a gift to NCCF. Common ways to do this are: - Bequeath through your will - Designate your IRA/401K - Name the NCCF as a beneficiary of a Life Insurance policy - Bequeath your bonds Note: We recommend that you discuss these options with your family and with your attorney, accountant, insurance agent or financial planner as may be appropriate. 2) Inform the Northern Chautauqua Community Foundation that you have made the necessary arrangements by returning the form below.

Name - 1

First Name

Last Name

Name - 2

First Name

Last Name

Checkbox

I/We have made a provision for the Northern Chautauqua Community Foundation in my/our estate plans and wish to be included in the Bequest Society.

I/We agree to be included in published listings of the Society’s members.

I/We are considering including the Northern Chautauqua Community Foundation in my/our estate plan. Please contact me/us at the number below.

Phone

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Bequest Society Brochure

Financial Advisor Information

Bequest Society Frequently Asked Questions

Is there is a minimum amount I must give in order to make a bequest?

There is no minimum requirement. Gifts of any amount are accepted and appreciated.

Will my give be tax deductible?

Historically, bequests have been deductible for federal estate tax purposes. In addition, the gift is usually exempt from state inheritance taxes.

How will my gift be used?

You can specify how your bequest is used in your will or trust by designating it for scholarships, general endowment, program support or annual operating support.

What is the quickest and easiest way to make a bequest?

The easiest way to make a charitable bequest to the NCCF is to add a codicil to your current will or trust. If you do not currently have a will or trust, you can instruct your attorney or advisor that you wish to include a charitable bequest to the foundation when establishing one.

Are there other methods of making an estate gift to the NCCF?

Yes, there are several ways of making a gift from your estate such as gift annuities (providing income for life), retirement funds, life insurance, charitable remainder trusts and others. If you are interested in information on these other giving options, please contact the NCCF office at 716-366-4892 or by e-mailing info@nccfoundation.org.

Bequest Society
of the Northern Chautauqua Community Foundation

The Bequest Society recognizes those individuals who have made plans to leave a charitable gift to the NCCF through their will or estate plan. Their generosity and foresight ensure that there will be ample resources to address our community’s future needs and opportunities.

Mr. Richard J. Lutz*
Mrs. Jean Malinoski
Mr. & Mrs. John Mancuso*
Mrs. Ann Manly*
Mr. Douglas Manly*
Ms. Susan Marsh
Mr. & Mrs. Robert G. Miller Jr.
Mr. & Mrs. James H. Mintun Jr.
Mr. & Mrs. Warren Mosier
Mrs. Dorothy Newman*
Mr. & Mrs. Ronald Pacos
Ms. Gina Paradis
Mr. Daniel Putnam
Mr. & Mrs. Donald Raupp*
Dr. & Mrs. J. Carter Rowland
Mr. & Mrs. Peter Ryan
Mr. & Mrs. James F. Selan Jr.*
Ms. Lisa Munson Sunday
Mr. & Mrs. James S. Tampio*
Mrs. Jessie M. Thompson*
Mr. & Mrs. George B. Weaver Jr.*
Ms. Susan L. Wells
Mrs. Ruth Barker Winch*
Ms. Caroline Wood*
Mrs. Shirley Wozniak*

Mr. Richard Anson*
Mrs. Florence F. Aular*
Mrs. Carol Boltz*
Mr. James Boltz
Mr. Sylvester Cleary
Mr. David J. Doino*
Dr. Paul R. Dommermuth*
Mr. & Mrs. Andrew W. Dorn Jr.
Mr. Henry A. Draggett*
Mrs. Carol Dudley*
Dr. & Mrs. Donald Q. Eno
Ms. Jody Falkner
Mrs. Lillian L. Farnham*
Ms. Marsha R. Finley
Mr. Mark Forbes
Ms. Patricia Gens*
Mr. Lester G. (Jack) Graf*
Mrs. Karlene Gustafson*
Mr. Edwin L. Hamlet*
Mr. & Mrs. James Hannum
Mr. & Mrs. Richard S. Johnson
Ms. JoAnn Kaufman
Ms. Pauline E. M. Kay*
Mr. & Mrs. Richard Ketcham
Mrs. Edna Kofoed*
Ms. Ida M. Lord
Dr. Rick & Rev. Dr. Cynthia Wickwire
Lundquist

* Deceased

Bequests

Bequest Society Frequently Asked Questions

Bequest Societyof the Northern Chautauqua Community Foundation

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Bequest Society
of the Northern Chautauqua Community Foundation