Resources for Donor Advisors

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Partner with us to support both your clients’ and Berkeley’s goals! The links below provide you with helpful resources.

Professional advisors play key roles in developing charitable giving strategies for their clients. Our experts understand the ins and outs of charitable planning, current tax law affecting giving, and gifts of noncash assets. The Office of Gift Planning wants to help your clients give back in whatever ways work best for them.

If your clients have included Berkeley in their estate plan, please let us know and we will welcome them to Berkeley’s legacy society, The Benjamin Ide Wheeler Society.

We Can Provide:

  • Sample gift calculations and illustrations for your clients
  • Suggested bequest language
  • Specific language for named endowed funds

Our Legal Name:

All charitable gifts should be directed to University of California, Berkeley Foundation, the charitable, tax-exempt organization supporting the University of California, Berkeley.

Tax I.D. Number:

University of California, Berkeley Foundation: 94-6090626

Gift Administration & Charitable Trust Investment:

The University of California, Berkeley Foundation has charitable trust powers and can serve as trustee of charitable trusts in all 50 states. Kaspick & Company, a member of the TIAA-CREF group of companies, provides investment management and gift administration services for the University of California, Berkeley Foundation.

Kaspick & Company provides the UC Berkeley, Foundation gift administration services, including document review, payment processing, and tax preparation. The trust administration team has extensive knowledge of trust and tax law, and the practical experience necessary to meet the needs of each trust. Administration services are closely coordinated with investment activities.

The Kaspick & Company investment team combines investment experience with expertise in planned giving to successfully manage gifts of all types, including charitable remainder trusts, lead trusts, pooled income funds, and gift annuities. The investment team has worked closely with UC Berkeley to develop a broadly-diversified mix of assets designed to meet the specific objectives for each gift type. The team has a proven track record of producing competitive risk-adjusted returns.