Berkshire Taconic Community Foundation has a world-class investment portfolio with returns in the top quartile among community foundations nationwide. In order to make this resource accessible to our region’s nonprofits, we invite organizations to open an agency fund.
This is a simple and efficient way to build an endowment or invest your organization’s reserve funds, helping to create sustainability for your nonprofit.
A nonprofit agency fund affords organizations the opportunity to generate investment income. When you choose to endow the fund, the stability of an endowment is appealing to your donors who seek the enduring value of a dedicated source of income to support the organization they love, today and forever.
BTCF handles investment management and the administrative responsibilities related to the fund, so that your organization’s staff and volunteers are concentrated on fulfilling your mission.
BTCF’s investment committee is a team of professionals with extensive experience in institutional investments, who together provide a broad range of expertise in different asset classes.
With more than $150 million in assets under management, BTCF enables nonprofits to benefit from substantial economies of scale and diversification of invested assets.
Minimum to open a nonprofit endowed or non-endowed fund: $25,000
Fee Schedule
As a public charity, we assess fees to help us expand philanthropy in our region and support our leadership and collaboration on high-impact initiatives to benefit our communities.
