Professional Advisors
What to Give
Your clients can use many types of assets to create a charitable fund or give to an existing fund at Berkshire Taconic.
As a public charity, Berkshire Taconic offers donors the maximum allowable tax benefits, while helping them fulfill their philanthropic vision.Cash
Cash, including credit card and check, is an easy and convenient way for your clients to open a fund or give to an existing fund. more>>Securities
Gifts of appreciated securities offer important tax advantages. In addition to publicly traded securities, closely-held stock, restricted securities and mutual funds are also options for giving. more>>Retirement Plans
Retirement plan assets, such as 401(k) plans and IRAs, can make excellent charitable gifts. more>>Life Insurance
If donors have a life insurance policy they no longer need, they can use it to make a significant gift to charity, with tax benefits that they can enjoy during your lifetime. more>>Real Estate
Berkshire Taconic welcomes gifts of real estate that are readily marketable and free of environmental or other problems. Types of real estate gifts include: houses, condominiums, farms, commercial buildings and income-producing or non-income- producing land. more>>Tangible Personal Property
In many cases, Berkshire Taconic will accept personal property, such as artwork, jewelry or antiques, as a donation. However, donors need to be aware that, unless the tangible personal property is inherited, deducations are generally limited to cost basis, rather than current market value. more>>Private Foundations
A donor's private foundation may use its 5 percent annual required payout to create a donor advised fund at Berkshire Taconic or contribute to an existing fund. Donors may also choose to transfer the assets of their private foundation into a fund at Berkshire Taconic and terminate the private foundation, freeing them from administrative responsibilities. more>>