Professional Advisors
How to Give
Berkshire Taconic offers many types of giving vehicles to support the charitable causes that mean the most to donors.
Outright Gifts
Your clients can make a gift to a fund at Berkshire Taconic at any time for any amount. Outright gifts can reduce income and estate taxes and can eliminate capital gains tax on donated property.
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Bequests
After providing for loved ones, donors may want to consider leaving a portion of your estate to the Berkshire Taconic. A charitable bequest can dramatically reduce estate and inheritance taxes, typically generating tax savings that can be passed to their heirs.
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Charitable Remainder Trusts
Giving through a charitable remainder trust can support Berkshire Taconic’s grantmaking while providing your clients, or someone they select, with income for life or a specified number of years.
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Charitable Lead Trusts
With a charitable lead trust, donors can make significant charitable gifts now while later transferring wealth to their heirs at reduced tax rates.
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