How to Give

Gifts to Berkshire Taconic Community Foundation come in all forms. Cash, securities, closely held stock, business interests and real estate are all assets that have been used to establish charitable funds-or give to an existing fund at BTCF. If it is important to you to plot a course for continued support of your cherished organizations as part of your estate plan, you can learn about different types of planned gifts here.

• Donor Advised Funds
  Donor Advised Funds
  Gifts from wills or revocable trusts typically constitute a majority of planned gifts. While people often think of wills and trusts as the only options, a donor advised fund is a useful tool for making charitable gifts during your lifetime. Many donors have learned that opening a donor advised fund with BTCF has significant benefits.
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• Retirement Assets
  Retirement Assets
  Since retirement assets passing to individuals other than a spouse can be heavily taxed at death, charitable gifts of retirement plan and IRA proceeds have become a popular tax planning strategy
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• Beneficiary Designations
  Beneficiary Designations
  You can designate BTCF as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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• Charitable Bequest
  Charitable Bequests
  Gifts provided through wills or trusts have become the cornerstone of the American philanthropic tradition. This is one of the most impactful, simple and flexible ways to leave a gift to Berkshire Taconic Community Foundation.
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