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]