Professional Advisors
Forms and Publications
Please call us to request copies of our "Guide to Giving," which describes the complete range of giving options available to your clients.
Note: The materials below are viewable with Adobe's free Acrobat Reader.
Brochures
"How to Use Your Donor Advised Fund"
"Fund Advisors Guide"Forms
Cash Wiring Instructions
Credit Card Donation
Stock Transfer Instructions
Grant Recommendation
Fund Disbursement
Investment Options
Donor Name Request
Fund Name Change
You can request copies of the above materials by calling Berkshire Taconic at 413.528.8039 or emailing info@berkshiretaconic.org.