Planning a legacy is a unique journey for every individual or family. At BTCF, we offer a variety of smart giving options to meet your financial needs and charitable aspirations.
We provide custom solutions that help you to make a significant impact on the causes you care about by establishing a plan that reflects your values and leaves a lasting mark on your community.
Planned Gifts
With these planned gift options, you can support the causes or organizations you care about most, or establish your own fund at BTCF.
Leave a Gift After Your Lifetime
A Charitable Bequest is a simple way to give to charity through your will, trust or IRA.
IRA Charitable Rollover
If you are 70½ or older, you may also be interested in a way to lower the income and taxes from your IRA withdrawals.
Stock Transfers
Donating stock is a powerful way to combine smart tax planning with meaningful giving.
Life Insurance
Transforming a policy into a gift can support your charitable goals and achieve savings
Our Philanthropic Services team can help you as you consider creating a legacy through planned giving.
Join BTCF's Legacy Circle
Create an Enduring Charitable Legacy
Donors who leave a legacy through a planned gift or bequest to Berkshire Taconic become members of our Legacy Circle.
Planned Giving Stories
Meet the generous individuals whose legacy gifts continue to shape our communities for generations to come.
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