Building Your Endowment
Berkshire Taconic helps nonprofits build more secure futures by growing their endowments.
Investing with Berkshire Taconic
For many nonprofits, investing through Berkshire Taconic provides access to financial planners and managers that they might not have otherwise. Learn more about investing through us.
We can help your donors establish designated funds for your organization that will provide a steady income stream.
Berkshire Taconic can work with donors who wish to include your organization in their estate planning or will. We can help them establish a charitable remainder trust, gift of real estate or other estate planning vehicle.
For more information about building your organization's endowment, contact Jill Gellert, vice president of finance and administration, at firstname.lastname@example.org or 413.229.0370.