Gift Planning
Including IAS in your estate plan is a rewarding way to share your dedication to international understanding with current students as well as the next generation. With a planned gift, you can combine smart financial planning with your philanthropic goals.
Gifts that pay you income
Charitable Gift Annuities - receive income for life
The charitable gift annuity is simple, affordable, and well-liked. You make a gift to UC Berkeley and in return, the university agrees to make fixed payments to you for life. More on charitable gift annuities »
Charitable Remainder Trust - protect your family
These types of agreements can provide you with significant tax and financial benefits while supporting IAS. With a charitable remainder trust, the UC Berkeley Foundation manages and invests your gift assets and makes payments to you or other beneficiaries for their lives or the time period specified in the trust agreement. When the trust terminates, the assets in the trust pass on to IAS to be used as you specified. More on
charitable remainder trusts »
Gifts the university can use today
Stock - avoid capital gains tax
These gifts benefit IAS immediately and are very simple to make. You receive an income tax deduction and reduce or eliminate capital gains taxes on appreciated assets. More on gifts of stock »
Real Estate - give property to the university
A gift of real estate can be an effective way to make a significant gift to IAS while saving the high expense of income, estate, and capital gains taxes. UC Berkeley can accept gifts of residential, commercial or undeveloped real estate. You receive a charitable income tax deduction based on the fair market value of the property, with no capital gains liability on the transfer. More on real estate »
Legacy Gifts
Retirement Plans - ease the tax burden
When you plan your estate, it may seem natural to designate a family member as the successor beneficiary of your retirement plan, and use other assets to make a charitable gift. But using retirement assets to make your donation and leaving other assets to your heirs often enables you to give more to your heirs. Since we are a non-profit organization, we won′t pay income tax on the distribution (nor will the gift be subject to estate tax). The entire amount comes to us, and your heirs will benefit from a reduced estate tax burden. More on retirement assets »
Bequests - make a gift by will
You′d like to help build the long-term financial strength of IAS, but feel you cannot make a significant gift today. Your solution may be a charitable bequest. A bequest under your will or revocable trust can complement your lifestyle and commitments today while supporting UC Berkeley tomorrow. More on bequests »
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