Planned Giving
build your

  • 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 or
    413-229-0370 x118.


    • 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

  • 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
    Janet Langlois was worried about her contractor. In the years Dave Cavagnaro had spent restoring the historic North Chatham home Jan shared with her husband, George Vollmuth, he and Jan...
  • 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...