Create a fund

Tom Quinn and Maria Horn recommend a donor advised fund at Berkshire Taconic Community Foundation.

Created by generous individuals, families, businesses and organizations, each of our 500+ funds helps build stronger communities. If you want to make a difference, we can help you find the best way to achieve your charitable and financial goals. Our public charity status provides you with the maximum tax advantages under the law and we can facilitate even the most complex forms of giving.

how do i establish a fund with BTCF?

Consult with your financial advisor or contact us directly to discuss your options. A fund can be created quickly and easily to suit your situation. You can donate many different types of assets including cash, securities and real estate. Establishing a fund is particularly advantageous if you own appreciated stock. You can give now or later in your life.

Types of Funds

Donor Advised Funds
You can support your
most cherished towns, schools and nonprofits…here or anywhere
in the country

Field of Interest Funds
You can address issues in your area of interest

Designated Funds
You can provide permanent ongoing support for your favorite organizations

Nonprofit Agency Funds
You can build your nonprofit’s endowment and financial resources to ensure lasting support for its mission

Supporting Organizations
You can create an excellent alternative to a private foundation

Scholarship Funds
You can change the life of a student

Legacy Funds
You can give through your estate plan

What is an Endowment?

An endowment at BTCF is an investment in the longterm future of your community.Your endowment is invested; the original principal is never spent. A portion of the return is used annually to make grants to the causes or organizations of your choice.

Endowment spending policy [PDF, 103 KB]

About This Image
About This Image

The Jane Lloyd Fund was established in 2005 to support cancer patients and their families with financial need in the Connecticut towns of Canaan, Cornwall, Kent, North Canaan, Salisbury and Sharon. Pictured left to right: Tanya Tedder, Caroline Kenny-Burchfield and Donna Lloyd, who are advisors of the fund. Photo by John Dolan.

It only takes a few minutes to start a donor-advised fund at Berkshire Taconic. It is a useful alternative for efficient tax planning and provides vital support to our wonderful community. We strongly encourage others to join us.

Tom Quinn
Donor Advisor
Salisbury, Conn.