Gift Types
Outright Gifts
Cash
Maximize your charitable deduction and deliver immediate benefits
to Berkeley.
Appreciated Securities
The IRS allows you one of its most significant tax breaks for gifts
of appreciated securities.
Real Estate
Make a substantial gift to Berkeley through
a transfer of residential, commercial, or undeveloped real estate.
Business Interests
Give Berkeley an interest in a closely-held
or family business.
Partnership Interests
Support Berkeley by transferring an interest
in a real estate or oil-and-gas partnership.
Personal Property
Donate books, artwork, or equipment and secure an income
tax deduction.
Estate Gifts
Bequest
Give to Berkeley without effecting your cashflow
during your lifetime.
Gifts of Retirement Plans - The balance of your retirement plan may be worth more when donated to Berkeley than to your heirs.
Life Insurance
- New Policy - You can fund a future gift for us from your income instead of capital.
- Paid-Up Policy - Give us a policy whose coverage you no longer need.
- Gift-Replacement - Create a life-income gift for yourself; use insurance proceeds to restore the value of your gift to benefit your heirs.
Gifts in Partnership With Us
Charitable Bargain
Sale
This part-gift/part-sale gives you a charitable deduction plus
cash to use elsewhere.
Charitable Gift
Annuity - Immediate
Receive a fixed payout and significant tax benefits.
Charitable Gift
Annuity - Deferred
Recommended for younger donors to build retirement earnings for
the future.
Charitable Lead
Trust
Discover an innovative way to pass appreciating assets on to family
members while making gifts in the interim.
Remainder
Annuity Trust
Make a large gift and receive a fixed-income payout each year.
Remainder Unitrust
Make a large gift and create a flexible source of retirement income.
Retained Life
Estate
Receive a large deduction by donating a residence while retaining
the right to live there for life.
Testamentary Life
Income Gifts
One gift in your estate can benefit both your family and University of California, Berkeley.
