Why work
with BTCF?

We Can Help You Serve Your Clients

Michael Citrin, Attorney at Drury and Patz, LLP

For over 28 years, we have partnered with attorneys, CPAs, financial planners, trust officers, insurance agents and other professional advisors to carry out their clients’ charitable goals. We will support you in your work and never get in the way of your relationship with your clients.

About This Photo
About This Photo
Attorney Michael Citrin of Drury and Patz, LLP works with BTCF to advise his clients on charitable giving. He also volunteers on BTCF’s HousingUs board. Photo by Rogerio Luz

Financially Smart

BTCF provides powerful financial benefits, expert giving advice and the most advantageous tax benefits available for charitable giving. Your clients also benefit from world-class investment performance and the expertise of BTCF’s Investment Committee. They can contribute a variety of assets to their fund, including cash, stock, life insurance, real estate and more.

Personalized Advice

At BTCF, we understand that one size does not fit all. We offer many different types of funds that enable your clients to give now or through their estates. We can customize individual plans tailored to your clients’ unique interests and needs.

Giving Made Easy

Your clients focus on their giving. We’ll handle all the administrative work, including investments, annual tax reporting, due diligence about the organizations they want to support, and compliance with laws and IRS regulations. Once a fund is established, we provide easy to follow instructions for your clients on how to use their fund. Strict confidentiality [PDF, 21KB] is observed at all times.

An Alternative To:

A Private Foundation

Private foundations can be complex and expensive to run. A number of private foundations have chosen to convert to a fund at Berkshire Taconic so that the advisors can focus solely on the work they love – grantmaking!

A Commercial Gift Fund

When your clients establish a donor advised fund at BTCF, they benefit from our in-depth understanding of local community needs and the nonprofits addressing them. Our staff can help their giving be more effective and make a greater impact where they live. Since we are a public charity, our fees are reinvested back into the community.

Compare BTCF to a private foundation and a commercial gift fund [PDF, 192KB]