Gift Types Ages 65 Plus

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Below is a list of planned gifts that may work for you. Please call 800-200-0575 or email us at to speak to one of our experts.

Charitable Bargain Sale

You sell an asset to Berkeley for less that 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 campus programs 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 Charitable Rollover

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.

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.

Tangible Personal Property

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

Read our donor stories.

For more in-depth information, please call one of our experts at 800-200-0575.