Will/Living Trust

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How It Works

Cash

Stocks and/or Bonds

Real Estate

Tangible Property

  1. You include a gift provision benefiting Berkeley in your will or revocable (living) trust.
  2. When we receive your gift, we will use it to support the campus in the way you have designated.
  3. Your legacy lives on as you secure Berkeley’s future.

 

How You Benefit

Estate Tax Deduction*

Flexibility

  • Your assets remain in your control during your lifetime.
  • Gifts through your will or living trust can be modified if necessary.
  • You can direct your bequest to provide unrestricted support for the campus or to support the programs that are most important to you, such as scholarships or fellowships.

* As of January 2018, this is not an issue for estates under $11.2 million ($22.4 million for married couples) but this figure has been adjusted for inflation.

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