How to Use Your Fund - Give Current & Future Donors - Berkshire Taconic Community Foundation

When you establish a fund at Berkshire Taconic Community Foundation, you create an easy and effective way to achieve your charitable goals and help address the needs of our community.

Together, we have mobilized nearly $170 million to help our communities thrive by funding education, health services, basic human needs, the arts and environmental protection. Thank you for helping make life here even better. 

About This Photo
About This Photo

You can create a lasting impact for our future. Shown here: BTCF’s Arts Fund for Region One sponsors 4th Grade Arts Day. Students from five towns come together to spend a day immersed in the visual and performing arts, guided by professional artists. Photo by John Dolan.

Tools for Donors

As a donor advisor, you have secure online access through our Fund Advisor Portal to view your fund balance, review gifts made to your fund, recommend grants and download your quarterly statements.

Need help? Please email Jennifer Lilienthal or call 413.229.0370 x 108.

You and others can add to your fund at any time using almost any type of asset, such as cash, stocks, bonds, mutual funds, real estate or personal property. Learn more about what types of assets you can give.

You receive an income tax deduction at the time the gift is made and each time you make additional contributions to the fund.

BTCF invests and manages charitable fund assets. BTCF invests the assets based on your choice of our four investment pools. Investment growth within the fund provides additional tax-free dollars for grants.

Our Investment Committee, made up of board and community members with significant institutional investment expertise, guides all investment activity. Our administrative staff works with our investment consultant, Prime, Buchholz & Associates, Inc., to provide day-to-day oversight.

Investment performance is updated monthly and posted to the investment section of our website.

Quarterly statements contain a statement of activity for the quarter and year-to-date, including grants and distributions, realized and unrealized gains and losses, investment income, fees and contributions by you or other donors.

Timing of Statements

To protect your fund against volatility, BTCF’s investment pool includes multi-strategy and private equity fund investments in addition to public markets. Because of their complex nature, BTCF receives valuations from these types of investments later than a standard brokerage or bank statement. Earnings are then allocated to your fund and statements are generated at the end of the month following the close of the quarter (April 30, July 31, October 31, January 31).

View your fund statement

When you establish a fund at BTCF, you are making an investment in your community. The fees you pay cover operations, investment oversight, grantmaking, compliance with IRS regulations and help us implement important community leadership initiatives. View Fees.

Important Guidelines For: