Professional Advisor Partnerships
For over 35 years, Berkshire Taconic Community Foundation has partnered with attorneys, CPAs, financial planners, trust officers, insurance agents, and other professional advisors to help their clients achieve their charitable goals.
The legacies you help create become part of your legacy—and we’re here to support your work while always honoring your relationship with your clients.
Our Philanthropic Services team can help you get started.
Why Work with BTCF?
Financially Smart
We offer your clients access to a world-class investment program and trusted guidance on charitable giving. Our services include favorable tax benefits and the ability to contribute a variety of assets—cash, appreciated stock, IRA and other retirement accounts, life insurance, and more.
Tailored Solutions
Every client is different. We offer a range of fund types and work with you to customize charitable plans that align with your clients’ values, interests, and financial goals—whether they choose to give now or later through their estate.
Local Expertise
As a community foundation, we offer deep knowledge of the region and the nonprofits making a difference here. When your clients want their giving to have real impact close to home, we can help guide and amplify that generosity.
Helpful Resources
Our quarterly newsletter keeps you informed on trends in philanthropy, planned giving strategies, and updates from BTCF.
Expert Consultation
Our experienced staff can help design and structure charitable giving plans that meet your clients’ personal, financial, and philanthropic goals—both for outright and planned gifts. We’re available to meet with clients directly, either with you or independently.
Simple Administration
We take care of all the administrative details: investment oversight, tax reporting, nonprofit due diligence, and regulatory compliance. Your clients focus on their giving; we handle the rest. Confidentiality is always a priority.
Smart Alternatives for Giving
A Better Way Than a Private Foundation
Private foundations can be costly and complex. Many have converted to a fund at BTCF to focus on what matters most—grantmaking—without the administrative burden.
More Meaning Than a Commercial Gift Fund
By establishing a donor advised fund at BTCF, your clients benefit from personalized service and our deep understanding of local community needs. And because we’re a public charity, our fees support the region we serve.
Let us help you and your clients
Contact Kelly Sweet, Interim Director, Philanthropic Services
ksweet@berkshiretaconic.org
413-229-0370 x118