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Charitable Lead Trusts
(Gift illustration)

How it works

You contribute securities or other appreciating assets to a charitable lead trust.

The trust makes annual payments to Berkeley for a period of time.

When the trust terminates, the remaining principal is paid to your heirs.

Benefits

  • The present value of the income payments to Berkeley reduces your gift/estate tax.
  • All appreciation that takes place in the trust goes tax-free to your heirs.
  • The amount and term of the payments to Berkeley can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs.
  • You have the satisfaction of making a significant gift to Berkeley now that reduces the taxes due on transfers to your heirs later.

For more information

Email us, complete the personal gift proposal form, or call us at 510-642-6300 so that we can assist you through every step of the process.







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