LETTER TO THE ADVISOR

To the Professional Advisor:

Some of you may already be familiar with the Southern Tier West Development Foundation. For those who are not, please allow me to tell you why the Southern Tier West Development Foundation is an important resource for planned giving.

The Southern Tier West Development Foundation is a tax-exempt public charity (community development foundation) created by and for the people and communities of Allegany, Cattaraugus, and Chautauqua Counties.

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 nonprofit groups they want to support.

In your work with clients, you are ideally positioned to use the planned giving techniques described here to make a better region for all of us. This information packet 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. We provide economies of scale that result in minimal management fees and maximum professionalism in giving and investing.

A donor's contribution will never be depleted by excessive fees nor by the costs of seeking changes in outdated language.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 whither away in neglect. The Southern Tier West Development Foundation will still be here, ensuring that your client's generosity lives on.

Best wishes for using planned giving to benefit both your clients and our community.

Sincerely,

Donald Rychnowski
Board Member