A donor designated fund offers a flexible, tax-smart way to support UC Berkeley alongside other charitable causes you care about. It’s a simple way to manage your giving while creating a lasting impact on Berkeley’s mission.
A flexible approach to charitable giving
A donor designated fund acts like a charitable savings account. You contribute cash, appreciated securities, or other assets to the fund, receive an immediate tax deduction, and then recommend grants to UC Berkeley and other qualified charities over time. The fund’s assets can be invested for potential growth, allowing your charitable dollars to do even more good.
Many Berkeley donors use their donor designated funds to support specific schools, programs, or scholarships, either through a single grant or through recurring gifts. You can also build a lasting legacy by naming the University of California, Berkeley Foundation as a successor beneficiary of all or a portion of your fund, ensuring your generosity continues for generations to come.
Ways to give through your fund
- A current grant. Recommend a one-time grant from your fund to support a Berkeley school, program, or initiative today.
- Recurring grants. Set up regular gifts to Berkeley over months or years to provide steady, predictable support.
- A successor beneficiary designation. Name UC Berkeley as a beneficiary of all or a portion of your fund’s remaining assets after your lifetime.
- A family legacy. Designate loved ones as your successor advisors to continue recommending grants in support of Berkeley and other causes.
- An endowed gift. Use a fund grant to establish or contribute to a named endowment supporting a specific Berkeley priority in perpetuity.
Do You Have Questions?
How to give through a donor designated fund
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1
Contact your fund sponsor
Recommend a grant to the University of California, Berkeley Foundation (Tax ID: 94-6090626).
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2
Designate the purpose
Indicate the school, program, or fund at Berkeley you’d like your gift to support.
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3
Plan for the future
If you’d like to extend your impact, request a beneficiary form from your fund administrator to designate Berkeley as a successor beneficiary.