Payments & Disbursements

As a fund advisor, you have the authority to make payments for expenses in accordance with its charitable purpose.

Please follow these instructions:

In accordance with IRS regulations, disbursements from your fund must be in the form of a written request signed by those authorized in the fund agreement to request disbursements. 

Please contact Maeve O'Dea, Program Director at Maeve@berkshiretaconic.org or 413.229.0370 x111 if you need a disbursement form.

Corresponding paid receipts must accompany requests for reimbursements.
Vendor invoices must accompany requests for payment to a vendor. Please instruct vendors to mail the invoice to you directly so that you can complete the required disbursement form. This will insure that payment is not delayed. Please note that payments to vendors made by Berkshire Taconic are not subject to sales tax.
As required by our auditors, all payment requests to individuals or organizations that are not incorporated (sole proprietors, partnerships, or DBAs) must be accompanied by a signed Form W-9 [PDF, 237KB]. If applicable, Berkshire Taconic will issue a Form 1099 at year end. A $20 processing fee will be charged to the fund for each 1099.
Requests received by Tuesday will usually be processed that week, with checks mailed by the end of the week. Because payments over $5,000 require two Berkshire Taconic executive signatures, they are usually mailed the following week. Please allow additional time during high volume periods, particularly at year-end.