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Charitable Remainder Unitrusts
(Gift illustration)

How it works

You transfer cash, securities or other appreciated property into a trust.

The trust pays a percentage of the value of its principal, which is re-valued annually, to you or to beneficiaries you name.

When the trust terminates, the remainder passes to Berkeley.

Benefits

  • You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
  • You pay no immediate capital gains tax on the transfer of appreciated assets.
  • You or your designated beneficiaries receive income for life or a term of years.
  • You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions.
  • You have the satisfaction of making a significant gift that benefits you now and Berkeley later.
  • You can convert low-yielding highly appreciated assets into a higher yielding diversified portfolio.

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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