Popular Ways and Assets to Give

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A planned gift to Berkeley could be the smartest investment you ever make. The Office of Gift Planning offers 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 510.642.6300 or email us at ogp@berkeley.edu to speak to one of our experts.


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 Remainder Trust

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 at Berkeley

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.

Privately Held Securities

Gifts of partnership interests or interests in limited liability companies can provide considerable benefit to Berkeley.

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.

Retirement Plan - Beneficiary Designation

Designating Berkeley as a reminder beneficiary of retirement accounts is a tax efficient way to support campus.

Will/Living Trust

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

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 510-642-6300.