Planned Giving
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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
  • For Advisors

    Saturday April 20, 2024

    Advisor Resources
    Advisor Resources
    We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
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    Charitable Tax Reference
    GiftLaw Pro
    GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website...
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    Case of the Week
    Quentin was the firstborn child in a large family. Throughout his childhood, Quentin's parents worked hard to put food on the table for their children. They also instilled in Quentin the value of hard More
    Article of the Month
    Individuals who want to start a business have several options for structuring their enterprise. As individuals explore the various possibilities, they often weigh factors like tax implications, More
    Deduction Calculator
    The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan...
    View Presentation
    Washington News
    On the final weekend before taxes are due, the Internal Revenue Service (IRS) published two letters that caution taxpayers about the risks of tax advice found on social media and tax returns created by ghost preparers. Millions of taxpayers regularly view various social media sites. However, the IRS explains that there are many inaccurate or misleading tax sources on social media. This misinformation can lead taxpayers into serious scams and trouble with the IRS. IRS Commissioner Danny Werfel stated, "Social media is an easy way for scammers and others to try encouraging people to pursue some really bad ideas, and that includes ways to magically increase your tax refund. There are many ways to get good tax More
    Private Letter Ruling
    Decedent died and was survived by Spouse. Decedent's estate (Estate) was not required to file an estate tax return, Form 706 under Sec. 6018(a). Estate represents there was an unused portion of More
    Giftlaw Newsletter
    Thank you for your interest in Berkshire Taconic Community Foundation. We would like to send you our weekly e-newsletter. Many of our professionals find this very interesting and helpful. It features the latest news from Washington, tax law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation simply by entering your information below.
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    scriptsknown
  • 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...