Professional Advisors
Where to Give
Whether your clients want to support a cause, honor a loved one, benefit a community or help students, we can make it simple for them to create or contribute to a fund that matches their vision.
Community Fund
A gift to the Community Fund, Berkshire Taconic's only discretionary fund, helps us meet the changing needs of the tri-state region. more>>
Area Funds
Many people in the Berkshire Taconic region feel strong ties to a town or community that they would like to support. If your clients feel this way, they may want to contribute to one of our eleven Area Funds. more>>Donor Advised Funds
Donor advised funds allow donors to play an active role in grantmaking. They may make contributions and recommend grants whenever they wish, with Berkshire Taconic handling all investment and administrative details. moreField of Interest
A field of interest fund allows donors to direct your gift to an area of need or interest they care about. Depending on how they establish the fund, they may play a role in making grant recommmendations, with Berskhire Tacoinc overssing a competitive grantmaking process. more>>Designated Funds
Donors with strong ties to a particular organization often establish a designated fund for its purpose. Designated funds often provide much-needed income to schools, houses of worship, arts groups, town activities and many other kinds of organizations and causes. more>>Scholarship Funds
If your clients are interested in promoting education, they may want to consider establishing a scholarship fund. more>>Memorial Funds
Memorial funds remember and honor a loved one. Berkshire Taconic can help guide the gift to reflect the charitable wishes of the person the fund is honoring. more>>Supporting Organizations
For some donors, creating a separate charitable organization affiliated with Berkshire Taconic is an attractive alternative to establishing a donor advised fund or private foundation. more>>Nonprofit Organizations
Nonprofit organizations can also establish a designated fund or agency endowment at Berkshire Taconic. This is a simple and efficient way to build an endowment - and help create sustainability - for a nonprofit organization. more>>