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Thank You

By leaving a gift to Cal in your will or living trust you are playing a vital role in ensuring that we can fulfill Cal’s promise of sustaining academic excellence, educating eager minds, and contributing to the betterment of society.

If you've included UC Berkeley in your will, living trust, or estate plan, please let us know – we would like to welcome you to The Benjamin Ide Wheeler Society.

Bequest
(Sample language)

Unrestricted Gift

“I give ______* to the UNIVERSITY OF CALIFORNIA, BERKELEY FOUNDATION, a California non-profit public benefit corporation, to provide endowed support to be used at the discretion of the Chancellor on the Berkeley campus of the University of California.”

*For example, “$_____” or “_____ percentage (or all) of the residue of my estate.”

Gift for a Specific Purpose

“I give _____* to the UNIVERSITY OF CALIFORNIA, BERKELEY FOUNDATION, a California non-profit public benefit corporation, to provide endowed support (e.g., campus priorities, undergraduate scholarships, graduate fellowships, faculty support) on the Berkeley campus of the University of California.”

*For example, “$_____” or “_____ percentage (or all) of the residue of my estate.”

Perpetual Endowment Fund

“I give _____* to the UNIVERSITY OF CALIFORNIA, BERKELEY FOUNDATION, a California non-profit public benefit corporation, to establish the ____________ (name of fund), an endowed fund the payout of which shall support (e.g., campus priorities, undergraduate scholarships, graduate fellowships, faculty support) on the Berkeley campus of the University of California.”

*For example, “$_____” or “_____ percentage (or all) of the residue of my estate.”

Safety Language

“If such distribution does not meet the minimum amount required by the University at the time of my death to establish a named endowed fund, then the funds shall instead be added to the general endowment to support (e.g., campus priorities, undergraduate scholarships, graduate fellowships, faculty support) on the Berkeley campus of the University of California.

In making this gift it is my intention to serve the Berkeley campus of the University of California and its students, and I desire that the foregoing statement of purpose be liberally construed so that this objective may be fully accomplished. If any time in the judgment of the Chancellor of the Berkeley campus of the University of California, changed circumstances substantially interfere with the beneficial realization of such purposes, then the funds may be used for such other similar purposes as the Chancellor of the Berkeley campus of the University of California in his/her discretion determines to be consistent with my interests and intentions.”

* Rather than leaving a sum certain, you can include language that refers to a percentage of your estate or a description of the property you wish to give.


Please contact us directly for information on named endowment funds or for assistance on a confidential basis.







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