Fund Holders
Fund Advisors
Thank you for partnering with us as a fund advisor. As a fund advisor, you play a important role in improving the quality of life in our region.As an advisor, you have access to DonorCentral online. Through DonorCentral, you can get secure access to fund-specific information updated daily including your fund balance, grant history, gifts made to your fund, and pending grants. In addition, you can download your most recent quarterly fund statement.
Below are some useful resources for you, including the "Fund Advisors Guide," which contains information that will help you fulfill your obligations as a fund advisor, including legal requirements for fundraising.
If you can't find the information or form that you need, or would like to receive copies of the "Fund Advisors Guide," or forms, please contact us at info@berkshiretaconic.org or 413.528.8039 and we'll be happy to help you.
Publications
"Fund Advisors Guide" This booklet contains information about guidelines and procedures to help you with contributions, disbursement and fundraising.Forms
Cash Wiring InstructionsCredit Card Form
Stock Transfer Instructions
Fundraising Application
Fundraising Checklist
Fund Investment Options
Donation List Request
Fund Name Change
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