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
  • Work with Us

    For more than 30 years, we have collaborated with attorneys, CPAs, financial planners, trust officers, insurance agents and other professional advisors to carry out their clients' charitable goals. We will support you in your work and never get in the way of your relationship with your clients.

    Why work with Berkshire Taconic Community Foundation?

    FINANCIALLY SMART
    BTCF provides powerful financial advantages, expert giving advice and the most favorable tax benefits available for charitable giving. By working with us, your clients gain access to a world-class investment program with proven performance, and the expertise of BTCF's Investment Committee. They can contribute a variety of assets to their fund, including cash, stock, life insurance, real estate and more.

    PERSONALIZED ADVICE
    At BTCF, we understand that one size does not fit all. We offer many different types of funds that enable your clients to give now or through their estates. We can customize individual plans tailored to your clients' unique interests and needs.

    TOOLS AND RESOURCES
    You can stay informed through our annual print newsletter, monthly e-newsletters, professional gatherings, webinars and case studies. We offer GiftLaw, accessible through this website, which provides detailed information about working with clients on philanthropy and tools including calculators, gift illustrations and more.

    PERSONAL CONSULTATION
    Berkshire Taconic's expert staff can work with you and your clients to structure the most suitable charitable gift plan for outright and planned gifts to meet personal, financial and philanthropic goals.

    GIVING MADE EASY
    Your clients focus on their giving. We'll handle all the administrative work, including investments, annual tax reporting, due diligence about the organizations they want to support, and compliance with laws and IRS regulations. Once a fund is established, we provide easy-to-follow instructions for your clients on how to use their funds. Strict confidentiality is observed at all times.

    AN ALTERNATIVE TO
    • A Private Foundation

    Private foundations can be complex and expensive to run. A number of private foundations have chosen to convert to a fund at Berkshire Taconic so that the advisors can focus solely on the work they love—grantmaking.

    • A Commercial Gift Fund

    When your clients establish a donor advised fund at BTCF, they benefit from our in-depth understanding of local community needs and the nonprofits addressing them. Our staff can help their giving be more effective and make a greater impact where they live. Since we are a public charity, our fees are reinvested back into the community.

    Let us help you and your clients, contact Kelly Sweet,
    Community Engagement Officer, at
    ksweet@berkshiretaconic.org or
    413-229-0370 x118.
    scriptsknown
  • Doris Walker
    Doris Walker
    Nature. Companionship. Service. Inspiration came in many forms for the late Doris Walker.
  • Francoise Kelz
    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.
  • Jim and Donna Neureuther
    Jim and Donna Neureuther
    One of the perks of small-town life is the tight-knit sense of community that manifests in gestures of kindness.
  • Janet Langlois
    Janet Langlois
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  • Moe England
    Moe England
    Moe England opened three designated funds at Berkshire Taconic Community Foundation in 2014. With his daughter Elizabeth, he gives...
  • Ralph Fedele
    Ralph Fedele
    Ralph Fedele opened a legacy fund at Berkshire Taconic Community Foundation to ensure that the Irondale Schoolhouse-now enjoying a...
  • Tom Auge
    Tom Auge
    Growing up in Pittsfield, his home was always filled with relatives such as his elderly aunt May. After the death of her husband, May was...