Professional Advisors
Welcome
We look forward to partnering with you to help your clients fulfill their charitable vision and financial goals.
To explore how Berkshire Taconic can help you and your clients, contact Jennifer Dowley, president, at 413.528.8039 or jd@berkshiretaconic.org.20 Years of Integrity and Service
During our 20-year history of partnering with professional advisors and their clients, we have earned an outstanding reputation for integrity and service and for our knowledge about local communities.Investment Expertise
Our highly experienced investment committee and investment managers help us provide exemplary stewardship for your clients' funds. more>>Giving Options that Meets Your Client's Goals
We offer a range of giving options to help you meet your clients' philanthropic and financial goals. more>>We Value your Partnership
Berkshire Taconic provides professional education and industry updates to keep you up-to-date about philanthropic news and trends.
Giving Options
Charitable Estate Planning
Opening a Fund
Services and Resources
Forms and Publications
Form 990