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 Optometry. Among the financial benefits you may receive is lifetime income for yourself or your family, and tax savings. However, the greatest benefit lies in knowing you are supporting work that is important to you!
Some giving options include:
Give to Berkeley without reducing your assets or affecting your cash flow during your lifetime.
Receive fixed lifetime payments and tax benefits.
Make a substantial gift and create a flexible source of income for you or a loved one.
A gift of publicly traded securities can provide substantial tax savings.
Make a significant contribution to Berkeley with a gift of residential, commercial, or undeveloped real estate.
Designate Berkeley as a beneficiary of a retirement plan and avoid income tax your beneficiaries would otherwise have to pay.
Contact our Office of Gift Planning at firstname.lastname@example.org or 1-800-200-0575 to be assisted in planning a gift that best achieves your giving goals.