Services and Resources
We welcome your inquiries about any of our services. For more information, please contact Jennifer Dowley at 413.229.0370 or email@example.com.
Berkshire Taconic's trained staff can work with you and your clients to structure the most suitable charitable gift plan for outright and planned gifts to meet personal, financial and philanthropic goals. We also offer our services in providing sample gift calculations and confidential consultations for you and your clients.
Each fall, Berkshire Taconic offers a seminar in an area of interest to professionals in our region; recent topics have included donations of real estate and tax reduction strategies. These seminars are designed
to help professional advisors stay abreast of new opportunities in financial and estate planning so that they can better serve their clients. Professional accreditation is available.
Berkshire Taconic senior staff are available for on-site presentations to individual practitioners, groups or departments within a firm.
Publications for Professionals
Please contact us at 413.229.0370 or firstname.lastname@example.org
to request copies of "Guide to Giving," which describes the complete range of giving options available to your clients.