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Lifetime Gifts of Insurance
(Gift illustration)
How it works
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You transfer ownership of a paid-up life insurance policy to Berkeley Foundation. |
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Berkeley cashes the policy now, or maintains it and receives the death benefit later. |
Benefits
- You receive gift credit and an immediate income tax deduction for the cash surrender value of the policy.
- You gain the satisfaction of making a significant gift to Cal without adversely affecting your cash flow.
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.
