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ADVISOR OVERVIEW
The Southern Tier West Development Foundation is
a tax-exempt charity created by and for the people and communities of
Allegany, Cattaraugus, and Chautauqua Counties. We provide
economies of scale that result in minimal management fees and maximum
professionalism in giving and investing.
The Southern Tier West Development Foundation enables people with
philanthropic interests to easily and effectively support the issues
they care about. Donors can establish a charitable fund with us by
contributing a variety of assets and may also recommend grants, in their
name if they choose, to communities and non-profit groups they want to
support.
In work with your clients, you are ideally positioned to use the planned
giving techniques described here to make a better region for us all.
This information provides the crucial, timely information you need to
help clients' structure their charitable gifts to serve both the public
good and their family's financial well-being. If your client
decides to use a planned gift to create an endowed charitable fund,
please consider us.
A donor's contribution will never be depleted by excessive fees nor by
the costs of seeking changes in outdated language. The client
needs not worry that several generations from now, we will let the gift
wither away in neglect. The Southern Tier West Development
Foundation will still be here, ensuring that your client's generosity
lives on.
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