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Charitable Remainder Unitrusts
(Is this gift for you?)
A charitable remainder unitrust is for you if ...
- You want to make a major gift to Berkeley while retaining or increasing your income from the assets you contribute.
- You hold appreciated assets -- securities, a business, or investment real estate -- and want to avoid the capital gains cost of a sale.
- You want the income from your gift to be able to grow over time.
- You desire maximum flexibility in the operation of your gift:
- You want income paid to your beneficiary for a term of years instead of their lifetime.
- You want income to go to more than one beneficiary.
- You want the option of choosing the trustees of your gift plan.
- You want to donate an appreciating but temporarily illiquid asset to Berkeley.
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.
