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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.

Contact the Goldman School development staff—Annette Doornbos or Lynn Cerda Price—who will connect you to Samantha Meritt at UC Berkeley’s Office of Gift Planning. You may also contact Samatha directly (contact information below). She will assist you in selecting a gift plan that best suits your goals and will introduce you to a range of gift options, including:

Bequest

Give to Berkeley through a bequest without reducing your assets or affecting your cash flow during your lifetime.

Charitable Gift Annuity

Receive fixed lifetime payments and significant tax benefits.

Charitable Remainder Unitrust

Make a substantial gift and create a flexible source of income for you or a loved one.

IRA Charitable Rollover

You can give to Berkeley directly from your IRA account without paying income tax, as long as you meet a few tax code requirements.

Lifetime Gift of Insurance

You can designate Berkeley as a beneficiary of a life insurance policy or transfer ownership of a fully paid policy to Berkeley.

Publically Traded Securities

A gift of publically traded securities can provide substantial tax savings.

Real Estate

Make a significant contribution to Berkeley with a gift of residential, commercial, or undeveloped real estate.

Retirement Plan

Designate Berkeley as a beneficiary of a retirement plan account and avoid income tax your beneficiaries would otherwise have to pay.

Samantha C. Merritt
University of California, Berkeley
Office of Gift Planning
1995 University Ave., Suite 401
Berkeley, California 94704-1058
smerritt@berkeley.edu

Phone:510.642.6300 or 800.200.0575