510-642-6300

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Donor Advised Fund at Berkeley

Cash

Stocks and/or Bonds

Real Estate

With a gift to Berkeley of cash, securities, or property, you can create a donor advised fund.
Make annual fund distribution recommendations to support programs at Berkeley, as well as other charities.
After your lifetime, all or a portion of the remaining assets pass to Berkeley.

Income Tax Deduction

Capital Gains Tax Benefit*

Flexibility

Streamline your gift planning by using your fund as the primary source of your charitable giving.
Get an immediate income tax charitable deduction based on the full fair market value of the assets and avoid capital gains tax.
Maximize your tax benefits by making gifts to your fund at any time without having to recommend distributions until you're ready.
Your fund assets grow tax-free, are professionally managed, and are invested in institutional-quality no-load mutual funds.
We administer the fund, make the distributions in the fund's name, and provide you with all necessary tax-reporting information.
You can add to the fund at any time.

*For appreciated assests suchs as stocks/bonds and real estate held more than one year

For more in-depth information, please call one of our experts at 510-642-6300.