Created by generous individuals, families, businesses and organizations, each of our 500+ funds helps build stronger communities. If you want to make a difference, we can help you find the best way to achieve your charitable and financial goals. Our public charity status provides you with the maximum tax advantages under the law and we can facilitate even the most complex forms of giving.
Consult with your financial advisor or contact us directly to discuss your options. A fund can be created quickly and easily to suit your situation. You can donate many different types of assets including cash, securities and real estate. Establishing a fund is particularly advantageous if you own appreciated stock. You can give now or later in your life.
An endowment at BTCF is an investment in the longterm future of your community.Your endowment is invested; the original principal is never spent. A portion of the return is used annually to make grants to the causes or organizations of your choice.
Endowment spending policy [PDF, 103 KB]
If you have less than $10 million, a community foundation is usually a more efficient and economically effective option. Other perks: Greater tax advantages and less administrative work.
The Jane Lloyd Fund was established in 2005 to support cancer patients and their families with financial need in the Connecticut towns of Canaan, Cornwall, Kent, North Canaan, Salisbury and Sharon. Pictured left to right: Tanya Tedder, Caroline Kenny-Burchfield and Donna Lloyd, who are advisors of the fund. Photo by John Dolan.
It only takes a few minutes to start a donor-advised fund at Berkshire Taconic. It is a useful alternative for efficient tax planning and provides vital support to our wonderful community. We strongly encourage others to join us.
Download our in-depth Guide to Giving or request a printed copy.
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