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
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.
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
You can designate BTCF as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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.