Donor Designated Fund

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How It Works

Cash

Stocks and/or Bonds

Real Estate

  1. Create a donor designated fund with a gift to Berkeley of $100,000 or more in cash, securities, or other property.
  2. Make annual fund distribution recommendations to support programs at Berkeley that are important to you.

How You Benefit

Income Tax Deduction

Capital Gains Tax*

Flexibility

  • Your fund can simplify and streamline your charitable giving to Berkeley by serving as the primary source for your gifts to Berkeley.  
  • Get an immediate income tax charitable deduction based on the full fair market value of the assets and avoid capital gains tax.
  • Optimize your tax benefits by making gifts to your fund at any time without having to make distribution until later.
  • The 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 information for tax reporting.
  • You can add to the fund at anytime.

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

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