Services & Resources - Plan Professional Advisors - Berkshire Taconic Community Foundation

By meeting your clients’ charitable goals, you provide them with a valuable service while making a real difference in our community. We are here to help your clients. 


About This Photo
About This Photo

We are happy to meet with you and your clients at your offices or ours.  Photo by Michael Lavin Flower.

Personal Consultation

Berkshire Taconic’s trained staff can work with you and your clients to structure the most suitable charitable gift plan for outright and planned gifts to meet personal, financial and philanthropic goals. Our staff’s expertise is available at no cost to you or your clients.

Investment Expertise

In partnering with Berkshire Taconic, you have access to our world-class investment expertise. Our highly experienced investment committee and investment managers help provide exemplary stewardship for your clients' funds. To learn more, listen to our 2014 Investing for Good webinar. [Windows Media .WMV 41MB]


We offer seminars for professional advisors on timely and informative topics in estate planning, change in tax laws and charitable giving strategies.


There are no webinars at this time. Please check back soon!

Sample Fund Agreements

View a detailed description of each type of fund, what type of assets your client can give and our administrative fees.

Tools & Publications