Estate Planning

Help Your Clients Establish Their Legacies

Berkshire Taconic can help you with your estate planning.

Earn your clients tax advantages now by advising them to make charitable gifts in their estate plans.

Berkshire Taconic Community Foundation can offer you and your clients guidance on:

  • Charitable bequests
  • Charitable lead and charitable remainder trusts
  • Donations of retirement assets
  • Donations of life insurance policies

Find out how your clients’ financial assets can be used to establish charitable funds in the future.

About This Photo
About This Photo
Virginia Stanton Smith of Parese, Sabin, Smith& Gold helps clients realize their charitable vision through their estate plans with help from BTCF. Photo by Rogerio Luz.

Planning a Bequest?

When planning a bequest to Berkshire Taconic Community Foundation, let us help you ensure your client’s wishes are carried out to the letter.

Naming BTCF in your client’s will or as a beneficiary of their retirement assets is as simple as adding a few lines:

“Ieave x percent of my assets to Berkshire Taconic Community Foundation (BTCF),a nonprofit corporation of Connecticut, to be used to enhance (or create) a component fund (to be) known as the __________________ Fund.”

More Bequest Language [PDF, 496KB]

Talk to Your Clients About BTCF’s Legacy Circle

Berkshire Taconic’s Legacy Circle honors donors who have chosen to establish a charitable legacy through a future gift to BTCF. Membership gives the community foundation a chance to thank donors now, providing recognition as well as opportunities to attend special events. Please contact us if your client has set aside a gift and wishes to join other forward thinkers planning for our community’s future.

For many of my estate-planning clients, Berkshire Taconic provides just the right vehicle to provide for their favorite causes in perpetuity. BTCF helps donors articulate their goals, and then makes it easy by customizing a fund to the client’s wishes. BTCF is a deep and knowledgeable resource.

Virginia Stanton
Smith, Esq.

Smith, Green
& Gold, LLP
Pittsfield, Mass.