Gifts of Stock

Gifts of stock are a tax-efficient way to support the causes and nonprofits you care about while maximizing your charitable impact. By donating appreciated securities directly to Berkshire Taconic Community Foundation, you can avoid capital gains taxes and potentially qualify for a charitable tax deduction, all while creating lasting change in your community.

Benefits of Donating Stock

1. Avoid capital gains taxes on appreciated securities.
2. Receive a charitable deduction for the full market value of the stock.
3. Amplify your giving with a tax-efficient donation.

How to Donate Stock

1. Designate Your Gift
   Decide how your gift will make an impact:
   • Contribute to an existing fund.
   • Establish a new fund to support causes you care about, including a Donor Advised Fund.
   • Support BTCF’s Area Funds or our Community Fund to help your neighbors now and in the future.
2. Contact Us
   Start by reaching out to BTCF to let us know you’d like to make a gift of stock. We’ll provide instructions for the transaction. 
   
   Call 413.229.0370 or email jlilienthal@berkshiretaconic.org.
    

3. Initiate the Transfer
   Work with your broker or financial advisor to transfer your securities directly to BTCF’s brokerage account as specified in our form.

   Stock Transfer Instructions Form