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Donor Advised Fund

Gift Diagram

How it works

#1You make a deductible gift of $100,000 or more in cash, securities or property to Berkeley, and we establish a donor advised fund in your name.

#2You recommend distributions from your donor advised fund for UC Berkeley programs as well as other charitable organizations.

#3At least 5% of the donor advised fund must be distributed annually with at least 51% of each annual distribution designated to Cal.

#4You have unlimited grant recommendations per quarter; $1,000 minimum per grant.

Benefits

  • You have the flexibility of one source for your charitable giving, without the costs and administrative obligations of a private foundation.
  • Contributions are more tax advantageous than those to private foundations.
  • You receive verification for tax purposes of contributions you make to your donor advised fund, and regular reports of the distributions your fund has made.






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