Donor Advised Fund - Beneficiary Designation

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  • Donor Advised Fund

How it works:

  1. You name Berkeley as a beneficiary of your donor advised fund during your lifetime.
  2. After your lifetime, all or a portion of the remaining assets in your donor advised fund support Berkeley programs you designate.
  • Flexibility

How you Benefit:

  • You control your Berkeley legacy by designating which campus programs will be supported by the remaining assets in your fund.
  • You can continue to make fund distribution recommendations from your donor advised fund during your lifetime.
  • You can change your beneficiary designation at any time.
For more in-depth information, please call one of our experts at 800-200-0575.