How to Use Your Donor Advised Fund
With a donor-advised fund, you and your family can support a community, organization or program important to you. You may make contributions to your fund and recommend grants whenever you wish, as well as receive an immediate charitable income tax deduction whenever you add assets to your fund.
Berkshire Taconic verifies the charitable status and mission of the organizations you support and handles all investment and administrative details.
How to Make Grants
We want to make your giving as easy and enjoyable as possible. Please read these important instructions when making grants through your fund:
Thinking About Your Estate Plan?
You can leave a future gift that costs nothing now. Your donor advised fund can be the vehicle for your charitable giving after your lifetime, changing it to an endowed fund upon your death and creating a list of charities to receive grants on an ongoing basis in your name. Name your donor advised fund in your will and become a member of our legacy circle.
Contact BTCF if you have set aside a gift and wish to join our society of forward thinkers—donors who are planning for our community’s future.
Please Help Spread the Word
As a Berkshire Taconic fundholder, you have made a commitment to helping your community thrive. We hope that you will share your passion for doing good with someone you feel should become part of the Berkshire Taconic Community Foundation family. Please pass on our Guide to Giving [PDF, 3.4MB].