Stock Gifts and DAF

Making the Schools Fund a beneficiary of your retirement plan savings—one of the most heavily taxed of all your assets—enables 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.

Contact us to let us know of your plans to include the Schools Fund as a beneficiary.

Planned Giving

To support extraordinary public schools for the next generation, you can make a planned gift by naming the Berkeley Public Schools Fund in your will.

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.

Procedure for Contributions of Stock

In order to make a contribution of shares of stock to the Berkeley Public Schools Fund, please give your broker the following information:

BROKERAGE: Charles Schwab & Co.
ACCOUNT NAME: Berkeley Public Schools Fund
CODE: 40

Please notify the Schools Fund via phone or email that you are making a stock gift. Otherwise, we have no way of knowing the source of the gift.

Thank you for your support!

Berkeley Public Schools Fund
PO Box 2066
Berkeley, CA 94702