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
  • For Advisors

    Saturday December 4, 2021

    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
    George Green was a man of humble beginnings. George was both resourceful and determined to succeed. He enrolled in chemical engineering and studied diligently. His work ethic was quickly recognized by More
    Article of the Month
    Donor advised funds have been around for almost a century. The first donor advised fund (DAF) emerged in the early 1930s. DAFs became more popular and commercialized in the 1990's with the creation of 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 November 19, 2021, the Internal Revenue Service announced that National Tax Security Awareness Week will take place from November 29 through December 3, 2021. The IRS Security Summit sponsors this week each year. Security Summit professionals warned about increased risks during the coming months. Fraudsters continue to trick people into sharing financial information. The scammers may use email, text messages or online methods to attempt to gain information, file tax returns and steal refunds. IRS Commissioner Chuck Rettig noted, "The nation's tax community has successfully joined forces to protect taxpayers through the Security Summit effort, but we need help in this continuing battle. Taxpayers and tax More
    Private Letter Ruling
    Decedent passed away and was survived by Spouse. Decedent's estate (Estate) was not required to file a Form 706 U.S. Estate Tax Return under Sec. 6018(a). Estate represents that there was an unused 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...