GIFT PLANNING

Your legacy gift may enable you to make more significant support than you thought possible while at the same time allowing you to achieve your financial, philanthropic, and real estate planning goals.

Bequest

Give to Cal Athletics without reducing your assets or affecting your cash flow during your lifetime.

Charitable Remainder Trust

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.

Charitable Gift Annuity

Receive fixed lifetime payments and significant tax benefits.

Retirement Plans

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

Business Interest

Gifts of partnership interests or interests in limited liability companies can provide considerable benefit to Berkeley.

For more information, please contact the Cal Athletics Fund at (510) 642-2427 or CalAthleticsFund@berkeley.edu

Make a planned gift and create a forever bond with Cal Athletics by becoming a member of the Benjamin Ide Wheeler Society.

Established in the spring of 2017, The Benjamin Ide Wheeler Athletics Associates group specifically celebrates the generosity of our Athletics planned giving benefactors.

Planned gifts offer creative and flexible ways for you to pursue your financial and charitable estate planning goals while creating a large and lasting impact on Cal Athletics.

For more information, please contact us at CalAthleticsFund@berkeley.edu or call 510.642.2427.

Click on the brochures below for informational PDFs