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Lifetime Gift from a Retirement Account
Under Pension Protection Act of 2006 - IRA
Charitable Rollover
(Gift Example)

You have substantial assets in one or more individual retirement accounts. You are at least 70½, have sufficient income so you don't need your minimum required distribution (MRD) from your retirement plan, and taking the distribution will increase your income taxes.

  • You send a letter to your plan administrator requesting a direct transfer to Berkeley of your MRD amount up to $100,000. You avoid all federal income taxes and support Berkeley in an area you designate.

For more information

Email us, complete the personal gift proposal form, or call us at 510-642-6300 so that we can assist you through every step of the process.

Berkeley...