Many employers offer a Matching Gifts Program that can double or even triple your personal gift to the Berkeley Public Schools Fund. Please check with your Human Resources Department for details.
If you have questions about matching gifts, please contact us.
Gifts of Stock
Gifts of stock or other appreciated property offer two-fold tax savings: Donors pay no capital gains on increased value of the appreciated property, and they receive an income tax deduction for the full market value at the time of the gift. Transferring securities is easy. Just give your broker the following information:
BROKERAGE: Charles Schwab & Co.
ACCOUNT NAME: Berkeley Public Schools Fund
ACCOUNT NUMBER: 9324-6127
DTC NUMBER: 0164
Please notify us if you are making a stock gift. This ensures that we can acknowledge your gift and send you a tax receipt.
Planned Giving – Bequests and Living Wills
To support Berkeley public schools for the next generation, you can make a planned gift by naming the Berkeley Public Schools Fund in your will. A gift of financial or property assets made through a bequest can provide you with significant estate tax benefits. A planned gift to the Schools Fund makes a lasting statement about your values and beliefs as you leave a legacy for your community, its children and their ability to make a positive future and contribution to Berkeley and beyond.
You can also make the Schools Fund a beneficiary of your retirement plan savings—one of the most heavily taxed of all your assets—enabling you to create an educational legacy that costs you nothing now. There is no minimum required and it is easy to do. Simply request a “Change of Beneficiary” form from your plan administrator. Forms are often available online.
Please contact us to let us know of your plans to become a Legacy Donor—named or anonymous.
Sample wording for your will:
“I bequeath ($ dollar amount or description of property) to the Berkeley Public Schools Fund (Tax identification #94-2918219)”
A financial planner or estate planning attorney can explain more about your options.
If you have questions about planned giving, please contact us.
Thank you for your support!
Berkeley Public Schools Fund
PO Box 2066
Berkeley, CA 94702
Tax ID #94-2918219