With a donor-advised fund, you and your family can support a community, organization or program important to you. You may make contributions to your fund and recommend grants whenever you wish, and receive an immediate charitable income tax deduction whenever you add assets to your fund. Berkshire Taconic verifies the charitable status and mission of the organizations you support and handles all investment and administrative details.
You can name other family members as advisors, thereby carrying on a tradition of family philanthropy. If you have established a fund at Berkshire Taconic through your will or estate planning, we invite you to let us know and join our Legacy Circle.
Converting Your Private Foundation to a Donor-Advised Fund
If you have a private charitable foundation, there are many ways that you might benefit from converting it to a donor-advised fund at Berkshire Taconic.
Make a Grant Recommendation Online
As a donor advisor, you may make grant recommendations whenever and as often as you wish using DonorCentral.
View a list of our donor-advised funds.
Publications"How to Use Your Donor Advised Fund"
Guide to all aspects of using your donor-advised fund
FormsCash Wiring Instructions
Fund Investment Options
Donation List Request
Fund Name Change
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