Donor Advised Fund
Search DAF organization:
| Visit DAF Website
Selecting this option will show the website address and telephone number of the DAF organization in the next section.
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| Mail a DAF Gift Letter
Selecting this option will provide input fields to collect information to create a personalized DAF letter for mailing in the next section
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Notify us of your DAF gift
If you check the box in this area, a module will open where you can enter your name and email to notify us of your DAF gift.
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| Thank you for considering a DAF gift to us. Click on the website link to your DAF provider. It will take you to a third party website. You may be able to log in and recommend a grant to Berkshire Taconic Community Foundation. Another option is to call your DAF provider to recommend a DAF gift. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. | ||||||||
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Notify us of your DAF gift
If you check the box in this area, a module will open where you can enter your name and email to notify us of your DAF gift.
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| Thank you for considering a DAF gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. | |||||
To learn more, contact Kelly Sweet,
Community Engagement Officer, at
[email protected] 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
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