Planned Giving

Discover the Benefits of a Planned Gift to Cal

A solid financial future–it is a goal we share. You have been careful about View of scientist through lab windowbuilding your assets and providing for your family. You are also committed to the teaching and research that make Berkeley great. Can you advance all of these objectives at the same time? Yes — with a planned gift to Cal.

Planned gifts provide creative and flexible strategies for you to pursue your philanthropic, financial and estate planning goals. Among the financial benefits you may receive are lifetime income for yourself or your family, and substantial tax savings. However, the greatest benefit of a planned gift to Berkeley lies in knowing that you are supporting work that is important to you, your community, California, and the world for generations to come.

Use our Legacy Planner to see which giving options best meet your philanthropic and financial goals.

Learn about the benefits of supporting Berkeley through a planned gift.

Or consult the guide to answer these questions and learn more:

  1. Give now, or give later?
  2. What assets to give?
  3. How can a gift pay me back?
  4. What are my choices in income gifts?