Gift Types

Gifts Berkeley Can Use Today

Maximize your charitable deduction and deliver immediate benefits to Berkeley.

Appreciated Securities
The IRS allows you one of its most significant tax breaks for gifts of appreciated securities.

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

Donor Advised Fund
A convenient and flexible way to manage your charitable giving and a cost-effective alternative to establishing a private foundation.

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

Partnership Interests
Support Berkeley by transferring an interest in a real estate or oil-and-gas partnership.

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

Charitable Lead Trust
Discover an innovative way to pass appreciating assets on to family members while making gifts in the interim.

Gifts That Pay You Back

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

Charitable Gift Annuity - Deferred
Recommended for younger donors to build retirement earnings for the future.

Charitable Remainder Annuity Trust
Make a large gift and receive a fixed-income payout each year.

Charitable Remainder Unitrust
Make a large gift and create a flexible source of retirement income.

Gifts For Berkeley's Future

Give to Berkeley without affecting your cashflow during your lifetime.

Retained Life Estate
Receive a large deduction by donating a residence while retaining the right to live there for life.

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

Life Insurance

New Policy - You can fund a future gift for us from your income instead of capital.

Paid-Up Policy - Give us a policy whose coverage you no longer need.

Gift-Replacement - Create a life-income gift for yourself; use insurance proceeds to restore the value of your gift to benefit your heirs.

Other Gifts

Charitable Bargain Sale
This part-gift/part-sale gives you a charitable deduction plus cash to use elsewhere.

Testamentary Life Income Gifts
One gift in your estate can benefit both your family and University of California, Berkeley.