Gift Types Ages 65 Plus
Below is a list of planned gifts that may work for you. Please call 800-200-0575 or email us at firstname.lastname@example.org to speak to one of our experts.
You sell an asset to Berkeley for less that fair market value.
Receive fixed lifetime payments and significant tax benefits.
Upon trust termination the remaining assets pass to your family or other loved ones.
Make a substantial gift and create a flexible source of income for you or a loved one.
A flexible option to build future income for you or a loved one.
Make annual distribution recommendations to support campus programs as well as other charitable organizations.
Designate Berkeley as a beneficiary of your external donor advised fund remainder to support campus programs of your choice.
You make annual distribution recommendations to support programs at Berkeley.
You can give to Berkeley directly from your IRA account without paying income tax, as long as you meet a few tax code requirements.
You can designate Berkeley as a beneficiary of a life insurance policy or transfer ownership of a fully paid policy to Berkeley.
Make a significant contribution to Berkeley with a gift of residential, commercial, or undeveloped real estate.
Donate a residence to Berkeley and retain the right to live there for life.
Designate Berkeley as a beneficiary of a retirement plan account and avoid income tax your beneficiaries would otherwise have to pay.
Donate books, artwork, or equipment and secure an income tax deduction.
Read our donor stories.