Let us help you find the best way to meet your clients' charitable and financial goals.
At Berkshire Taconic, we help professional advisors create funds that achieve their clients' charitable goals while maximizing tax benefits.
How to Give: Outright gifts, bequests, charitable remainder trusts and charitable lead trusts are all possible vehicles for making a gift to Berkshire Taconic.
Where to Give: Donor-advised funds, field of interest funds, scholarships—Berkshire Taconic make it simple for you and your clients to create or contribute to a fund that matches their vision.
Legacy Circle: If you have clients who plan to leave a gift to Berkshire Taconic through their will or estate plan, we invite them to join our Legacy Circle.
To request copies of "Guide to Giving," which describes the complete range of giving options available to your clients, call 413.229.0370 or e-mail email@example.com.