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IRA Charitable Rollover

A Tax-Saving Way to Help Berkshire School

If you are 70½ years old or older, you can take advantage of a simple way to benefit Berkshire School and receive tax benefits in return. You can give any amount up to $100,000 per year from your IRA directly to a qualified non-profit such as... Read More

Show Your Support for Berkshire

Without Parting With Assets Today

Many people have been inspired to support the causes and organizations they are most passionate about this year. But parting with assets right now may not be an option for everyone. Discover two ways you can make a difference at Berkshire School, no matter your financial status. Read More

Beyond a Will

Ways to Upgrade Your Estate Plan

Over the past months, many families have taken time to think about the future. This has led many people to create their wills to protect loved ones. Though a will is an important document, it’s not the only one that should be a part of your estate plan. Read More

Get a Jump-Start on Tax Time

3 Tips to Finish the Year Strong

If making year-end gifts is on your to-do list in these final months of 2020, save yourself time and hassle when the busy tax season arrives next spring by getting your records in order and keeping important dates in mind. Read More

See What Your Will Can Do

It’s More Than a Piece of Paper

A will is the most important document you can create. Though often seen as simply a legal document that only those trained to read it can understand, it is so much more. Read More

Personal Estate Planning Kit Request Form

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eBrochure Request Form

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