Create a Fund - Plan Professional Advisors - Berkshire Taconic Community Foundation

Berkshire Taconic Community Foundation touches crucial aspects of community life and countless lives around the region. Each year, we work with hundreds of donors to reach their philanthropic goals, make thousands of grants to nonprofits to help them achieve their missions, and support students in every school district to pursue their dreams.

If you want to help make life here even better, we can help you find the best way to achieve your charitable and financial goals. Our public charity status provides you with the maximum tax advantages under the law and we can facilitate even the most complex forms of giving.

how do i establish a fund with BTCF?

Consult with your financial advisor or contact us directly to discuss your options. We can work with you to create a fund that suits your needs. You can donate many different types of assets, including cash, securities and real estate. Establishing a fund is particularly advantageous if you own appreciated stock. You can give now or later in your life.

Types of Funds

Donor Advised Funds
Support your favorite causes and organizations, here or anywhere in the country

Field of Interest Funds
Choose a focus area you are passionate about, such as health, the arts or the environment 

Designated Funds
Provide permanent, ongoing support to a specific organization of your choosing

Nonprofit Agency Funds Build your nonprofit’s endowment and financial resources to ensure lasting support for its mission

Supporting Organizations
Create an excellent alternative to a private foundation

Scholarship Funds
Change a student's life by helping pay for college or vocational school

Legacy Funds
Give through your estate plan and make life better for generations to come
 

What is an Endowment?

An endowment at BTCF is an investment in the long-term future of your community. Your endowment is invested with world-class money managers; the original principal is never spent. A portion of the return is used annually to make grants to the causes or organizations of your choice.

Quinn

Thomas Quinn, a member of the Berkshire Taconic board, poses with his family. Photo by John Dolan.

About This Image
About This Image

The Jane Lloyd Fund was established in 2005 to support cancer patients and their families with financial need in the Connecticut towns of Canaan, Cornwall, Kent, North Canaan, Salisbury and Sharon. Pictured left to right: Tanya Tedder, Caroline Kenny-Burchfield and Donna Lloyd, who are advisors of the fund. Photo by John Dolan.