Fund Holders
Fund Advisors
Thank you for partnering with us as a fund advisor.
As a fund advisor, you play a important role in improving the quality of life in our region. Below are some useful resources for you, including the "Fund Advisors Guide," which contains information that will help you fulfill your obligations as a fund advisor, including legal requirements for fundraising.
If you can't find the information or form that you need, or would like to receive copies of the guidebook or forms, please contact us and we'll be happy to help you.
Note: Materials below are viewable with Adobe's free Acrobat Reader or you may request copies by contacting us at 413.528.8039 or info@berkshiretaconic.org.
Publications
"Fund Advisors Guide" This booklet contains information about guidelines and procedures to help you with contributions, disbursement and fundraising.
Forms
Cash Wiring Instructions
Credit Card Donation
Stock Transfer Instructions
Fundraising Application
Fundraising Checklist
Grant Recommendation
Fund Investment Options
Donor Name Request
Fund Name Change