Compare Gift Plans

Where do you want to go? Click on the gift plans that interest you to learn more about how they can help you and us reach our goals.

 

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Gifts Berkeley Can Use Today

Gifts of Cash
Maximize your charitable deduction and deliver immediate benefits to Berkeley.

Donor Advised Fund
We offer a gift plan that combines and simplifies the administration of all your charitable giving. Here's how to set up a single gift fund that makes charitable grants to us and to other charities, without the legal and tax complexities of a private foundation or the expenses of a commercial gift fund.

Donor Designated Fund
This gift plan simplifies the administration of your gift to Cal and avoids the expense of a commercial gift fund. Here is how you can establish your donor designated fund and contribute to it on a timeline that works for you, and then designate the benefiting campus programs as you identify those programs.

Gifts of Appreciated Securities
The IRS allows you one of its most significant tax breaks for gifts of appreciated securities. Here's information on how to transfer these assets to Berkeley.

Gifts of Real Estate
Make a substantial gift to Berkeley through a transfer of residential, commercial, or undeveloped real estate.

Gifts of Business Interests
Give Berkeley an interest in a closely-held or family business.

Gifts of Partnership Interests
Support Berkeley by transferring interest in a real estate or oil-and-gas partnership. Learn what the IRS requires and how we review gift offers.

Gifts of Personal Property
Donate books, artwork or equipment and secure an income tax deduction.

Gifts That Pay You Back

Charitable Gift Annuities - Immediate
Receive a fixed payout and significant tax benefits.

Charitable Gift Annuities - Deferred
Build retirement earnings by deferring the onset of annuity payments. (recommended for younger donors)

Charitable Remainder Annuity Trusts
Combine a charitable gift with a predictable fixed-income payout by placing your donation into an individually managed trust.

Charitable Remainder Unitrusts
Choose from several options that best meet your personal financial situation and our needs.

Gifts For Berkeley's Future

Gifts by Will or Living Trust
Give to University of California, Berkeley without affecting your cashflow during your lifetime.

Retained Life Estates
Give Berkeley your house and continue to live there rent-free.

Gifts of Retirement Plans
Your retirement plan may be worth more when donated to Berkeley than to your heirs.

Gifts of Life Insurance
Create a significant endowment for Berkeley without dipping into your capital assets.

Other Gifts

Charitable Bargain Sales
This part-gift/part-sale transaction gives you a charitable deduction plus cash to purchase other property.

Charitable Lead Trusts
Freeze the taxable value of your appreciating assets by using them to make gifts today and pass them back to family members later.

 

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