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Making a Planned Gift

An aerial view of the UC Berkeley campus.

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!

Gift Options Include

Bequests
Give to Berkeley without reducing your assets or affecting your cash flow during your lifetime.

Charitable Gift Annuity
Receive fixed lifetime payments and tax benefits.

Charitable Remainder Unitrust
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
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.

Contacts

Contact our Office of Gift Planning at ogp@berkeley.edu or 1-800-200-0575 for help planning a gift that best achieves your giving goals.