Planned Gifts

We can help you realize your goals, achieve tax advantages and leave a growing legacy for generations to come through a variety of planned giving options, including:

Charitable Bequests

A simple way to provide for your community through your will or trust

Charitable Remainder Trusts

Provide income for a charity or a family member while gaining tax savings

IRA Charitable Rollover

If you are 70 ½ or older, this option can support our mission and provide you benefits

Retirement Account Assets

Unneeded assets designated for charitable purposes can meet your goals and transfer tax-free

Life Insurance Policy

Transforming a policy into a gift can support your charitable goals and achieve savings

We offer a variety of options to meet your individual needs and charitable aspirations. These tools may help.

Professional Advisor Partners

The following professional, legal and financial advisors have chosen to work with Berkshire Taconic to achieve their clients’ philanthropic and financial goals. We would like to acknowledge their good work on behalf of charitable giving in our communities.

If you have worked with us and do not see your name listed, please let us know.

Harris N. Aaronson
Aaronson & Mach PC

Molly Ackerly, Esq.
Ackerly Brown LLP

Paula K. Almgren
Almgren Law

Andrea Doyle Asman
Litwin Asman PC

Jeffrey Belair
Smith, Watson & Company LLP

Alexander W. Bloomstein, Esq.
Baldwin & Bloomstein LLC

Jennifer M. Boll, Esq.
Bond, Schoeneck & King PLLC

Louise F. Brown, Esq.
Ackerly Brown LLP

Michael Bucci
Pattison Koskey Howe & Bucci PC

J. Peri Campoli, Esq.
Campoli, Monteleone & Mozian PC

Matthew Chester, CFP
Tableaux Wealth

Michael Citrin
Drury, Patz & Citrin LLP

Janice J. Cook, Esq.
Donovan O’Connor & Dodig LLP

Thomas A. Curtin

Alexandra Dest
Willow Investments

Jason Dohaney, MBA
MountainOne Investments

Edward F. Downey
Downey, Haab and Murphy PLLC

Geoffrey Drury
Drury, Patz & Citrin LLP

Mark S. Gold
Smith Green & Holmes LLP

Pamela R. Green
Smith Green & Holmes LLP

Mitchell I. Greenwald
Law Office of Mitchell I. Greenwald

Devon W. Grierson
Nuciforo Law Group

Perley H. Grimes, Jr.
Cramer and Anderson LLP

Sherwood Guernsey II, Esq.
Law Offices of Sherwood Guernsey

Allyson M. Holmes
Smith Green & Holmes LLP

Martin L. Huban III
Brazee and Huban CPAs

Ellen Janis, MBA
Commonwealth Financial Group

Ira J. Kaplan, Esq.
Attorney at Law

Katherine Kiefer, Esq.

Ethan Klepetar
Arienti + Klepetar LLP

Richard P. Koskey
Pattison Koskey Howe & Bucci PC

Thomas Malinowski
Renaissance Investment Group LLC

John J. Martin, Esq.
Martin & Oliveira LLP

William E. Martin, Esq.
Martin & Oliveira LLP

Michael McCarthy
George, Massimiano & McCarthy PC

Kathleen McCormick
McCormick, Murtagh & Marcus

Ronda G. Parish

Law Office of Ronda G. Parish

Linda Patz
Drury, Patz & Citrin LLP

Lucy Prashker
Cain Hibbard & Myers PC

Holly Rogers
Law Office of Holly Rogers

Keith Salisbury
Walsh, Wicks & Salisbury

Gary Schiff
October Mountain Financial Advisors

Brooks Sherman
RBC Wealth Management

Patricia Shevy
The Shevy Law Firm

Christopher Silipigno
Renaissance Investment Group, LLC

James J. Sisto, Esq.
Berkshire Elder Law Center

Benjamin Smith
Benjamin Smith & Associates Legal Counsel PC

Susan M. Smith, Esq.

David R. Stack
McLaughlin & Stern LLP

Donna Turner
Smith, Watson & Company LLP

John N. Umlauf
Umlauf & Dunn PC

Charles C. Vail
Ackerly Brown LLP

Emily Vail
Ackerly Brown LLP

Donna D. Vincenti
Law Offices of Donna D. Vincenti

Carl G. Whitbeck, Jr., Esq.
Whitbeck Benedict & Smith LLP

Douglas F. Wicks, Esq.
Walsh, Wicks & Salisbury