Donor Designated Fund

You make annual distribution recommendations to support programs at Berkeley.

How it works

  1. Create a donor designated fund with a gift to Berkeley of $100,000 or more in cash, securities, or other property.
  2. Make annual fund distribution recommendations to support programs at Berkeley that are important to you.

How you benefit

  • Your fund can simplify and streamline your charitable giving to Berkeley by serving as the primary source for your gifts to Berkeley.
  • Get an immediate income tax charitable deduction based on the full fair market value of the assets and avoid capital gains tax.
  • Optimize your tax benefits by making gifts to your fund at any time without having to make distributions until later.
  • 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.
  • Receive a capital gains tax benefit for appreciated assets such as stocks/bonds and real estate held more than one year.