Beneficiary Designation

Designate Berkeley as a beneficiary of retirement accounts, brokerage accounts, or Donor Advised Funds. 

Charitable Bargain Sale

You sell an asset to Berkeley for less that fair market value. 

Charitable Gift Annuity

Receive fixed lifetime payments and significant tax benefits.

Charitable Lead Trust

Upon trust termination the remaining assets pass to your family or other loved ones.

Charitable Remainder Trust

Make a substantial gift and create a flexible source of income for you or a loved one.

Deferred Charitable Gift Annuity

A flexible option to build future income for you or a loved one.

Donor Advised Fund Distribution

Make annual distribution recommendations to support campus programs as well as other charitable organizations.

Donor Advised Fund at Berkeley

Make annual distribution recommendations to support programs at Berkeley as well as other charitable organizations.

Donor Designated Fund

You make annual distribution recommendations to support programs at Berkeley.

IRA Qualified Charitable Distribution (QCD)

You can give to Berkeley directly from your IRA account without paying income tax, as long as you meet a few tax code requirements.

Lifetime Gift of Insurance

You can designate Berkeley as a beneficiary of a life insurance policy or transfer ownership of a fully paid policy to Berkeley.

Retained Life Estate

Donate a residence to Berkeley and retain the right to live there for life.

Will/Living Trust

Give to Berkeley through a bequest without reducing your assets or affecting your cash flow during your lifetime.