NONPROFIT AGENCY FUNDS

You can build your nonprofit’s endowment and financial resources to ensure lasting support for its mission.

Many local nonprofit organizations choose to invest their endowments and/or reserve funds through Berkshire Taconic. When nonprofits partner with Berkshire Taconic, they gain access to highly professional investment managers and services that might not otherwise be available to them. Berkshire Taconic handles all investment management and the administrative responsibilities related to the fund, so that staff and volunteers can concentrate on fulfilling the organization's mission.

Minimum to open a nonprofit agency fund: $25,000
(Additions to an agency fund can only come from your organization)

• A simple and efficient way to build an endowment
• Creates sustainability for your nonprofit
• Generates investment income
• Gives confidence to you and your donors that your long-term investments are well managed and secured in perpetuity
• Allows you to focus on your nonprofit’s mission rather than investment management and administration 
• Our skilled Investment Committee is devoted to providing your fund with the best investment options

Designated Funds

We can also help your donors establish designated funds for your organization that will provide a steady income stream.

Planned Giving

BTCF can work with donors who wish to give to your organization in their estate plan or will. We can help them establish a charitable remainder trust, gift of real estate or other estate planning vehicle.

Administrative Fees
Sample Nonprofit Agency Fund Agreement [PDF, 106KB]

Becket Athenaeum
Berkshire Botanical Garden Endowment
Berkshire Children and Families, Inc.
Berkshire Theatre Festival
Bidwell House Museum
Canaan Community Trust
Center for Ecological Technology (CET)
Child Care of the Berkshires
Chore Service
Columbia County Historical Society
Columbia Land Conservancy
Community Recreation Association, Inc.
Cornwall Library Association
Craig Land Stewardship
EMS Institute, Inc.
Falls Village AFS
Great Barrington Rudolf Steiner School
Great Mountain Forest Corporation
Greylock ABC
Hands in Outreach
Hotchkiss Library
Hudson Day Care
Kent Affordable Housing
Lake Wononscopomuc Association
Lanesboro/New Ashford Dollars for Scholars - Scholarship America
Lenox EMS Association
Lenox Fire Antique Apparatus
Friends of Lenox Library
Lilac Park/Lenox Garden Club
Edna St. Vincent Millay Society
Millbrook Endowment for Excellence in Education
New Marlborough Township Volunteer Emergency Services, Inc.
New Marlborough Village Association
Paul Grunberg Fund of the Spencertown Academy
Great Barrington Land Conservancy
Riverbrook Residence, Inc.
Sharon Historical Society Endowment
Sheffield Land Trust
Southern Berkshire Literacy Network
Stockbridge Land Trust
The Karebear Foundation
Unitarian Universalist Meeting of South Berkshire
Williamstown Garden Club
Williamstown Rural Lands Foundation
Williamstown Theatre Festival
Women's Fund of Western Massachusetts Berkshire County
Women's Support Services