What are the Advantages of Planned Gifts?

A planned gift may enable you to satisfy personal financial planning goals while fulfilling your desire to support International House. Some plans provide income for life (or a term of years), an immediate income tax charitable deduction, avoidance of capital gains tax, and free professional asset management, if the University serves as trustee. If a gift is made through your will, you obtain significant estate tax benefits.

Many people think that you have to be a certain age -- say 55 or over -- to make a planned gift. Not true. All that is really necessary is the realization that there are ways you can make a substantial gift and satisfy your personal tax and financial goals at the same time. A planned gift to I-House may be the answer.

A sample of some of the planned giving methods available to you include:

  • Life Income Gifts including Charitable Remainder Trusts, Pooled Income Funds, Charitable Gift Annuities, and retained life estates provide a secure income for life for yourself and/or your loved ones.
  • Charitable Lead Trusts can allow you to transfer assets to your heirs at reduced gift and estate tax costs while providing an annuity or fixed percentage of assets annually to International House for a specific number of years.
  • Bequests, Revocable Trusts, and Irrevocable Trusts are giving methods made through your Will. Bequests may be either outright, contingent, or residuary.

For more information about Planned Giving, please write or call Melinda Carmack, Director of Development for International House at 2299 Piedmont Avenue, Berkeley, CA 94720-2320, (510) 642-0124 or contact the Office of Planned Giving, University of California at Berkeley, 2440 Bancroft Way, Berkeley, CA 94720-4200.

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