Planned Giving
build your
legacy

  • Support the causes you care about
  • Create a legacy to be remembered by future generations
  • Take advantage of numerous tax and financial benefits
  • Donor Advised Fund
  • IRA Charitable Rollover
  • Charitable Bequests
  • Legacy Circle
  • LEGACY CIRCLE

    You can create a lasting legacy.

    Donors who have chosen to leave a future gift to BTCF can establish a legacy fund and become a member of our Legacy Circle through a charitable bequest or estate plan.

    When you remember Berkshire Taconic in your will, you may reduce your estate taxes while supporting your community. We will help you ensure that your wishes are clearly understood so that they can be carefully carried out in the future.

    • Make a gift that costs nothing during your lifetime
    • Give stock and realize larger tax savings
    • Earn income for life in return for your gift
    • Donate your house, continue to live there and receive a tax break at the same time, ($250 set-up fee to establish.) *Gifts of real property are subject to BTCF's gift acceptance policy.

    Legacy funds can be named in a will or trust as a charitable beneficiary or as the beneficiary of retirement assets or life insurance. They can also be named as the ultimate purpose of a donor advised fund once there are no longer active advisors.

    JOIN OUR LEGACY CIRCLE

    If you have included Berkshire Taconic in your estate plan or will, please let us know so we can recognize your generosity.

    Contact Kelly Sweet,
    Community Engagement Officer, at
    ksweet@berkshiretaconic.org or
    413-229-0370 x118.
    scriptsknown
  • Doris Walker
    Doris Walker
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    Francoise Kelz
    Francoise Kelz's Uncle Charlie was a waiter at the 21 Club, the famous New York City restaurant and lounge, for decades. With no children of his own, Charlie left Francoise his estate when he died.
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