Create a Lasting Legacy Through a Charitable Bequest
A bequest is a simple yet impactful way to leave a meaningful legacy while supporting the causes and community you care about. Whether you wish to establish a new fund or contribute to an existing one, your gift through a bequest allows you to make a significant impact, even if such a contribution wasn’t possible during your lifetime.
By remembering Berkshire Taconic Community Foundation (BTCF) in your will or trust, you may also reduce your estate taxes while ensuring your values are carried forward. You can designate a specific dollar amount, a percentage of your estate, property, or the remainder of your estate after providing for your loved ones. View Sample Bequest Language Here.
Partnering with BTCF to Carry Out Your Wishes
When planning a bequest to BTCF, we encourage you to connect with our team. Our dedicated staff will work closely with you to understand your vision and ensure your wishes are honored with care and precision. Whether you wish to support specific nonprofits, charitable purposes, or entrust BTCF to address pressing community needs, we are here to guide you every step of the way.
Benefits of a Charitable Bequest
- Allocate your estate between loved ones and charitable causes according to your wishes.
- Reduce your taxable estate. (Consult your Professional Advisor for your individual situation.)
- Leave a lasting legacy to benefit your community.
How a Bequest Works
Creating a bequest is straightforward and can be tailored to your preferences:
Include BTCF in Your Estate Plan
With the assistance of your attorney, include language in your will or trust specifying a gift to BTCF.
Alternatively, you can name BTCF as a beneficiary of your IRA, retirement account, pension, or other cash account, without engaging your attorney. Note: Beneficiary designations offer flexibility, allowing you to freely access and use your retirement, investment, or bank account during your lifetime. You can also update your designated beneficiary at any time if your plans or needs change.Work with BTCF to Customize Your Gift
Our staff will help you create a personalized giving plan that reflects your philanthropic goals. You can specify the nonprofits or charitable purposes you wish to support or entrust BTCF to make those decisions based on our in-depth understanding of community needs and the organizations that address them.
By partnering with BTCF, your bequest will be managed thoughtfully, ensuring that your legacy creates a meaningful and lasting impact in the most effective way possible.
Contact us today to start planning your legacy. Let us help you turn your charitable vision into a reality.
