|
||||||||||
|
Deferred Gift Annuities
(Gift illustration)
How it works
 |
You transfer cash or securities to Berkeley. |
 |
Beginning on a specified date in the future, Berkeley begins to pay you, or up to two annuitants you name, fixed annuity payments for life. |
 |
The principal passes to Berkeley when the contract ends. |
Benefits
- Deferral of payments permits a higher annuity rate and generates a larger charitable deduction.
- You can target your annuity payments to begin when you need them, such as retirement or when a grandchild needs help with tuition payments.
- The longer you defer payments, the higher the effective rate you will receive.
- You have the satisfaction of making a significant gift now that benefits both you and Berkeley later.
- Diversifies Investments.
For more information
Email us, complete the personal gift proposal form, or call us at 510-642-6300 so that we can assist you through every step of the process.
