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Philanthropic & Gifting Strategies

Build upon your organization's success and enhance its continued legacy. 
Where You Invest Matters.
Berkshire Bank offers tailored financial solutions designed to meet your unique needs. We’re not just a bank, we’re a partner in your financial journey.

Sophisticated services tailored to nonprofit organizations.

Our team has the investment, legal, and fiduciary expertise to assist nonprofits with their responsibilities and standards of care for their institutional funds. Your organization receives comprehensive investment and fiduciary services delivered with personalized attention.
Assistance developing an investment policy
Investment of funds within the guidelines of the Investment Policy
Assistance developing a plan to distribute from the account
Competitive fees that are discounted for nonprofits
Meet our Wealth Management Team

Why choose Berkshire Bank

Personalized service, tailored solutions and trusted advice
 
Flexible and convenient solutions to simplify the banking experience
 
Responsive, dedicated and trusted relationship management
 
Industry-leading experts help you navigate your financial journey
 
Local decision-makers know what’s important to you and your community
 
Meet our Wealth Management Team
 

Berkshire Bank is a full-service financial institution with branches in MA, CT, VT, NY, and RI.

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