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Make a Future Gift of Retirement Assets

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Notify us of your beneficiary designation gift
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Thank you for considering a beneficiary designation gift to us. The website link will take you to your retirement plan custodian's website, where you may be able to log in and include Berkshire Taconic Community Foundation as a designated beneficiary. Another option is to use the phone number to call your retirement plan custodian. They will assist you in updating your beneficiary designation. If you would like to notify us of your generous beneficiary designation, please complete the Notify us of your Beneficiary Designation section.

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Notify us of your IRA gift

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Create Letter

Thank you for considering a IRA 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.

Beneficiary Designation Gifts

BENEFITS OF A CHARITABLE BENEFICIARY DESIGNATION

• Support the causes you care about
• Continue to use your account as long as you need to
• Simplify your planning
• Reduce the burden of taxes on your family
• Receive an estate tax charitable deduction

HOW A BENEFICIARY DESIGNATION WORKS

• To make your gift, contact the person who helps you with your account or insurance policy, such as your broker, banker or insurance agent.
• Ask her/him to send you a new beneficiary designation form.
• Complete the form designating Berkshire Taconic Community Foundation, sign it and mail it back to your broker, banker or agent.
• After your lifetime, your account or insurance policy will be paid or transferred to BTCF, consistent with the beneficiary designation.

IMPORTANT CONSIDERATIONS FOR YOUR FUTURE

If you are interested in making a gift but are also concerned about your future needs, keep in mind that beneficiary designations are among the most flexible of all charitable gifts. Even after you complete the beneficiary designation form, you can take distributions or withdrawals from your retirement, investment or bank account and continue to use your account freely. You can also change your mind at any time in the future for any reason, including if you have a loved one who needs your financial help.

• Designate BTCF as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
• Name BTCF as a beneficiary of your life insurance policy

If you have already designated us as a beneficiary of an asset or as part of your estate plan, please let us know. We would like to recognize you and your family for your gift.

To learn more, contact Kelly Sweet,
Community Engagement Officer, at
[email protected] or
413-229-0370 x118.