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Gift illustration
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Important reminders
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Gift example
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Sample letter for gifts from an IRA
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Lifetime Gift from a Retirement Account
Under Pension Protection Act of 2006 - IRA
Charitable Rollover
(Important Reminders)

  • You must be 70½ at the time you direct your IRA administratior to transfer the funds to Berkeley.
  • The transfer must be directly from the IRA to Berkeley.
  • Gifts cannot exceed $100,000 per year in 2008 and 2009.
  • State income tax may still be due. (California exempt)
  • You do not qualify for an income tax charitable deduction.

BE SURE TO:
Consult carefully with your plan administrator and your financial advisors before making any lifetime gift from your retirement plan.

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.

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