1-800-200-0575
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A planned gift to Berkeley could be the smartest investment you ever make. These gifts offer creative and flexible strategies for you to pursue your charitable and financial goals while supporting the campus work most important to you. Making a planned gift gives you the satisfaction of supporting Berkeley in building a better California — and a better world — for generations to come.
Please call 800-200-0575 or email us at ogp@berkeley.edu to speak to one of our experts.
Maximize your charitable deduction with a gift Berkeley can use right now.
You sell an asset to Berkeley for less than fair market value.
Receive fixed lifetime payments and significant tax benefits.
Upon trust termination, the remaining assets pass to your family or other loved ones.
Make a substantial gift and create a flexible source of income for you or a loved one.
A flexible option to build future income for you or a loved one.
Make annual distribution recommendations to support programs at Berkeley as well as other charitable organizations.
Designate Berkeley as a beneficiary of your external donor advised fund remainder to support campus programs of your choice.
You make annual distribution recommendations to support programs at Berkeley.
You can give to Berkeley directly from your IRA account without paying income tax, as long as you meet a few tax code requirements.
You can designate Berkeley as a beneficiary of a life insurance policy or transfer ownership of a fully paid policy to Berkeley.
Gifts of partnership interests or interests in limited liability companies can provide considerable benefit to Berkeley.
A gift of publicly traded securities can provide substantial tax savings.
Make a significant contribution to Berkeley with a gift of residential, commercial, or undeveloped real estate.
Donate a residence to Berkeley and retain the right to live there for life.
Designating Berkeley as a reminder beneficiary of retirement accounts is a tax efficient way to support campus.
Donate books, artwork, or equipment and secure an income tax deduction.
Give to Berkeley through a bequest without reducing your assets or affecting your cash flow during your lifetime
Read our donor stories.
We urge you to seek the advice of an attorney in developing your personal estate plan, as the Office of Gift Planning may not render tax or legal advice to friends and alumni of the university. If you would like more information concerning charitable giving as a component of estate planning, we would be happy to provide you with more specific ideas.