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

    Thursday July 9, 2020

    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
    Rhea Jones, 75, lives in a beautiful coastal town in northern California. Rhea's home occupies three magnificent acres of bluff property that overlooks the crashing waves of the Pacific. Since her More
    Article of the Month
    Charitable lead trusts are a creative estate, income and charitable tax planning strategy for high-net-worth individuals. Lead trusts often involve significant legal and administrative costs and are 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...
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    Washington News
    In IR–2020–134, the Service announced that taxes must be paid by July 15, 2020. While there had been discussion about delaying tax filing and payments, the IRS confirmed the July 15 date for 2019 tax returns. This date was extended from the normal April 15 filing date due to COVID–19. Taxpayers should pay their taxes and file by July 15. If they are not prepared to file, taxpayers may file IRS Form 4868 to obtain an automatic extension until October 15, 2020. Everyone who owes tax should pay the proper amount by July 15, regardless of whether they have obtained an extension. If a taxpayer cannot pay the full amount of his or her tax bill, there are several options to consider. IRS Commissioner More
    Private Letter Ruling
    Private Foundation (Foundation) requested advance approval of its scholarship program under Sec. 4945(g). The purpose of the program is to provide funding for the daughters of agricultural workers in 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...