510-642-6300
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Donor Advised Fund Beneficiary Designation
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How It Works
Donor Advised Fund
- You name Berkeley as a beneficiary of your donor advised fund during your lifetime.
- After your lifetime, all or a portion of the remaining assets in your donor advised fund support Berkeley programs you designate.
How You Benefit
Flexibility
- 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.
How to Give
- Outright
- Beneficiary Designation
For more in-depth information, please call one of our experts at 510-642-6300.
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