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
  • Donor Advised Fund


    To learn more, contact Kelly Sweet,
    Community Engagement Officer, at
    ksweet@berkshiretaconic.org or
    413-229-0370 x118.

    BENEFITS OF A DONOR ADVISED FUND (DAF)

    • Ease of giving
    • Tax benefits such as bundling
    • Money is invested and grows, but is liquid
    • Complete anonymity for donors who want it

    A donor advised fund at Berkshire Taconic Community Foundation is simple to establish and operate. When you open a fund, you become part of our donor community, with access to our staff's knowledge of gift planning strategies, local issues, and nonprofits in and out of our region, and opportunities to collaborate with other like-minded donors to achieve your desired impact.

    Donor advised funds are key components of many planned gifts. In addition to receiving an immediate charitable income tax deduction for qualifying gifts to the fund, you can also design an estate plan that provides donations to nonprofit organizations from your fund after your lifetime. The assets remaining in your account will be invested to grow and support the organizations in a consistent and perhaps even more significant way over the life of the fund.

    With a donor advised fund, you can contribute to the fund and recommend grants to nonprofits whenever you wish, while Berkshire Taconic handles all the investment and administrative details.

    As the donor advisor of your fund, you may suggest the charities you want to benefit. We ensure that the charity meets IRS guidelines. You have 24/7 online access to your fund through a website called DonorCentral, helping you track the gifts you make.

    Family members and other individuals can also be named as advisors, making this type of fund an attractive option for donors who wish children and other family members to carry on a tradition of giving. Unlike private foundations, which are required to distribute 5% of their assets annually, donor advised funds carry no minimum distribution requirement.

    After the passing of the last fund advisor, donor advised funds can retain their name and preserve your legacy as field of interest funds that honor and support your favorite causes forever-or they can help support BTCF's Community Fund, addressing a broad range of emerging needs.

    Minimum to open a donor advised fund: $10,000.00

    scriptsknown
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