Planned Gifts

Behind every gift there is a story. Whether a family, a couple or an individual, the desire to give is part of a life narrative of values, goals, resources and possibilities. Whatever your story, gift planning enables you to give in a way that uniquely combines your philanthropic and financial goals.

An exploration of planned giving possibilities is certain to surface new options for your consideration.  For instance, few people are familiar with the gift making possibilities that their retirement or insurance plans represent. 

A call or message to the Goldman School development staff—Annette Doornbos and Lynn Cerda Price—is your first step to understanding the many ways that you can give and all the associated financial benefits.  They will introduce you to the knowledgeable and helpful experts in UC Berkeley’s Office of Gift Planning who will assist you in devising and selecting a gift plan that best suits your goals.  The Office of Gift Planning staff will introduce you to a range of gift options, including:

Appreciated Securities

The IRS allows you one of its most significant tax breaks for gifts of appreciated securities.

Real Estate

Make a substantial gift through a transfer of residential, commercial, or undeveloped real estate

Donor Advised Fund

Manage your charitable giving with a cost-effective alternative to starting a private foundation.

Donor Designated Fund

Manage your charitable giving in support of one or more campus programs.

Business Interests

Give an interest in a closely-held or family business.

Partnership Interests

Transfer an interest in a real estate or oil-and-gas partnership.

Tangible Personal Property

Donate books, artwork, or equipment and secure an income tax deduction.

Charitable Lead Trust

Pass appreciating assets on to family members while making gifts.

Learn more about the Office of Gift Planning and the many services they offer free of charge.

Samantha C. Meritt
The Office of Gift Planning
University of California, Berkeley
2080 Addison Street, #4200
Berkeley, California 94710-4200
Phone: (510) 642-6300 or (800) 200-0575