All Gift Types

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A planned gift to Berkeley could be the smartest investment you ever make. These gifts offer creative and flexible strategies for you to pursue your charitable and financial goals while supporting the campus work most important to you. Making a planned gift gives you the satisfaction of supporting Berkeley in building a better California — and a better world — for generations to come.

Please call 800-200-0575 or email us at to speak to one of our experts.


Give to Berkeley through a bequest without reducing your assets or affecting your cash flow during your lifetime.


Maximize your charitable deduction with a gift Berkeley can use right now.

Charitable Bargain Sale

You sell an asset to Berkeley for less than fair market value.

Charitable Gift Annuity

Receive fixed lifetime payments and significant tax benefits.

Charitable Lead Trust

Upon trust termination, the remaining assets pass to your family or other loved ones.

Charitable Remainder Unitrust

Make a substantial gift and create a flexible source of income for you or a loved one.

Deferred Charitable Gift Annuity

A flexible option to build future income for you or a loved one.

Donor Advised Fund

Make annual distribution recommendations to support programs at Berkeley as well as other charitable organizations.

Donor Advised Fund - Beneficiary Designation

Designate Berkeley as a beneficiary of your external donor advised fund remainder to support campus programs of your choice.

Donor Designated Fund

You make annual distribution recommendations to support programs at Berkeley.

IRA Qualified Charitable Distribution (QCD)

You can give to Berkeley directly from your IRA account without paying income tax, as long as you meet a few tax code requirements.

Lifetime Gift of Insurance

You can designate Berkeley as a beneficiary of a life insurance policy or transfer ownership of a fully paid policy to Berkeley.

Personal Property

Donate books, artwork, or equipment and secure an income tax deduction.

Privately Held Securities

Gifts of closely-held interests can provide considerable benefit to Berkeley (we also accept interests in partnerships and LLCs.)

Publicly Traded Securities

A gift of publicly traded securities can provide substantial tax savings.

Real Estate

Make a significant contribution to Berkeley with a gift of residential, commercial, or undeveloped real estate.

Retained Life Estate

Donate a residence to Berkeley and retain the right to live there for life.

Retirement Plan

Designate Berkeley as a beneficiary of a retirement plan account and avoid income tax your beneficiaries would otherwise have to pay.

Read our donor stories.

We urge you to seek the advice of an attorney in developing your personal estate plan, as the Office of Gift Planning may not render tax or legal advice to friends and alumni of the university. If you would like more information concerning charitable giving as a component of estate planning, we would be happy to provide you with more specific ideas. 
For more in-depth information, please call one of our experts at 800-200-0575.