Planned gifts offer creative and flexible strategies for you to pursue your financial and charitable estate planning goals while supporting the College of Environmental Design. Among the financial benefits you may receive is lifetime income for yourself or your family, and substantial tax savings. However, the greatest benefit lies in knowing you are supporting work that is important to you!
Giving Options Can Include:
Bequest: Give to the College of Environmental Design without reducing your assets or affecting your cash flow during your lifetime.
Business Interest: Gifts of partnership interests or interests in limited liability companies can provide considerable benefit.
Charitable Gift Annuity: Receive fixed lifetime payments and significant tax benefits.
Charitable Remainder Trust: Make a substantial gift and create a flexible source of income for you or a loved one.
Publicly Traded Securities: A gift of publicly traded securities can provide substantial tax savings.
Real Estate: You can make a significant contribution with a gift of residential, commercial, or undeveloped real estate.
Retirement Plans: Designate the College of Environmental Design as a beneficiary of a retirement plan and avoid income tax your beneficiaries would otherwise have to pay.
Contact the UC Berkeley Office of Gift Planning at 800-200-0575. They can introduce you to how the gift planning process works and how best to achieve your giving goals.