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Making a Planned Gift

Making a Planned Gift

Planned gifts offer creative and flexible strategies for you to pursue your financial and charitable estate planning goals while supporting Berkeley Social Welfare.

Among the financial benefits you may receive is lifetime income for yourself or your family and substantial tax savings. Of course, the greatest benefit lies in knowing you are supporting the future leaders, educators and changemakers in the social work profession.

Some giving options include: 

Bequest  Give to Berkeley 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 to Berkeley.

Charitable Gift Annnuity  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.

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

 

Contact Annual Gifts Coordinator Britta Kolb-Coughlin at 510.664.7780 or bkolb@berkeley.edu. She can introduce you to the Office of Gift Planning, where you will be assisted in planning a gift that best achieves your giving goals.