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
  • GUIDE TO PLANNING

    When you remember BTCF in your will, you may reduce your estate taxes while supporting your community. You may give a specific dollar amount, property or a percentage of your estate. You may also give a remainder of your estate after bequests to family and friends. When planning a bequest to BTCF, be sure to talk with a member of our staff. We will help ensure that your wishes are clearly understood so that they can be carefully carried out in the future.

    HOW A BEQUEST WORKS

    A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or Berkshire Taconic Community Foundation as part of your estate plan, or you can make a bequest using a beneficiary designation form.

    SAMPLE BEQUEST LANGUAGE

    Here are four examples of language to direct your gift to Berkshire Taconic Community Foundation.

    Please note: In accordance with IRS regulations, gifts to the Foundation are tax deductible to the fullest extent of the law, based on the Foundation's 501(c)(3) public charity status under Federal ID #06-1254469.

    • PERCENTAGE: "I give to Berkshire Taconic Community Foundation (or name of fund, a fund of Berkshire Taconic Community Foundation), a nonprofit corporation of the State of Connecticut, located at 800 North Main Street, Sheffield, MA, ____% of my estate."
    • SPECIFIC: "I give to Berkshire Taconic Community Foundation (or name of fund, a fund of Berkshire Taconic Community Foundation), a nonprofit corporation of the State of Connecticut, located at 800 North Main Street, Sheffield, MA":
      (Choose one)
      • The sum of $__________.
      • ________shares of stock in __________Company, or
      • My real property commonly known as___________.
    • RESIDUAL: "I give to Berkshire Taconic Community Foundation (or name of fund, a fund of Berkshire Taconic Community Foundation), a nonprofit corporation of the State of Connecticut, located at 800 North Main Street, Sheffield, MA, all the residue of my estate, including real estate and personal property." *Gifts of real property are subject to BTCF's gift acceptance policy.
    • CONTINGENT: "In the event of the death of any of the beneficiaries, I give to Berkshire Taconic Community Foundation (or name of fund, a fund of Berkshire Taconic Community Foundation), a nonprofit corporation of the State of Connecticut, located at 800 North Main Street, Sheffield, MA":, ____. (Percentage, specific, or residual language as above).
    To learn more, contact Kelly Sweet,
    Community Engagement Officer, at
    ksweet@berkshiretaconic.org or
    413-229-0370 x118.
    scriptsknown
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