Charitable Gift Annuity

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How It Works

Cash

Stocks and/or Bonds

  1. Make a gift of cash or securities to Berkeley. The gift can be established with $20,000 or more.
  2. We will pay to you — or to one or two individuals that you name — fixed annuity payments for life.
  3. When the contract ends, the remainder of the annuity is used to support the Berkeley programs you designate.

How You Benefit

Income

Income Tax Deduction

Capital Gains Tax Benefit*

Flexibility

  • Receive an income tax charitable deduction at the time of the gift. (We can provide sample deduction calculations.)
  • Your lifetime payments are backed by a reserve and the general assets of Berkeley.
  • Get favorable tax treatment for a portion of your annuity payments, including a tax-free portion for gifts of cash.
  • Diversify you assets

*For appreciated assets such as stocks/bonds held more than one year

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