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.
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.
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.
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.
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 lovegrantmaking.
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.