Donor Advised Fund

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  • Real Estate

  • Cash

  • Stocks and/or Bonds

How it works:

  1. With a gift to Berkeley of $500,000 or more in cash, securities, or property, you can create a donor advised fund.
  2. Make annual fund distribution recommendations to support programs at Berkeley, as well as other charities.
  • Income Tax Deduction

  • Capital Gains Tax Benefit

  • Flexibility

How you Benefit:

  • Your fund can simplify and streamline your charitable giving by serving as the primary source  for your charitable giving.
  • Get an immediate income tax deduction based on  the full fair market value of the assets and avoid  capital gains tax.
  • You can make gifts to your fund at the time that optimizes your tax benefits without having to make distribution recommendations at that time.
  • The fund assets grow tax-free, are professionally  managed, and are invested in institutional-quality no-load mutual funds.
  • We administer the fund, make the distributions in the fund’s name, and provide you with all necessary information for tax reporting.
  • You can add to the fund at anytime.
For more in-depth information, please call one of our experts at 800-200-0575.