Your Legacy, Their Future

To commemorate its 35th year, the Berkeley Public Schools Fund established a Legacy Fund. In 35 years, the need for community support of our schools has never waned and we don’t expect that it ever will. The Legacy Fund will ensure that we can sustain the valuable support we provide to Berkeley schools predictably and reliably for the long term.  In addition, the Legacy Fund will enable us to commit dollars to multi-year grant commitments for larger change initiatives for Berkeley schools. You can be confident that your gift will provide a legacy for children, for public education, and for your community.

We are pleased to announce the following donors who are founding members of the Legacy Fund:

Legacy Fund Founders
Marian Altman
Laurie & Marilyn Capitelli
Mary & Stan Friedman
Judith & Stanley Lubman
Chuck Miller & Kate Obenour
Carol & David Olson
Abigail Smith & David Hoverman

Gifts Received by
the Schools Fund

The Estate of C. Searle Whitney
The Florence Oaks Trust

 

Planned giving is an opportunity to create your legacy and to provide tax savings for your family.  Here are a few ways you can support the Legacy Fund:

  • A gift in your will.  Naming the Schools Fund in your will by designating a percentage of your estate allows you to ensure proportional gifts to family members and other loved ones. Designations can be modified at any time if necessary.
  • Retirement plan assets.  Because retirement plan assets can be heavily taxed when left to family, you can leverage all of those savings for a charitable purpose by leaving these assets to the Schools Fund through beneficiary designations.
  • Life Insurance.  Life insurance is a simple way to make a big impact on the Schools Fund. You can leave all or a portion of your life insurance policy to the Schools Fund.
  • Charitable gift annuity.  Charitable gift annuities are another gift option. Contact us to learn more about this giving option.
Please contact your lawyer or financial advisor about the options that would work best for you and your family.

When you are listed as a Legacy Fund member, you serve as an inspiration to others to join in providing an extraordinary public education for Berkeley’s children. We are confident that high quality public education will never decrease in value!

 We hope you will join us and make a bequest to the Schools Fund. Please notify us when you have included us in your future planning so we may thank you and welcome you as a new member of our Legacy Fund.

If you have questions or would like to talk to us about how you can make the greatest impact, please contact our Development Coordinator, Valerie Kratzer, at (510) 644.6244 or valeriekratzer@berkeley.net.

Thank you for your support!

Berkeley Public Schools Fund
PO Box 2066
Berkeley, CA 94702
510.644.6244
schoolsfund@berkeley.net

Tax ID

Tax ID #94-2918219

 

Brokerage Information

BROKERAGE: Charles Schwab & Co.
ACCOUNT NAME: Berkeley Public Schools Fund
ACCOUNT NUMBER: 9324-6127
DTC NUMBER: 0164
CODE: 40