Retirement Plan

Designating Berkeley as a remainder beneficiary of retirement accounts is a tax efficient way to support campus.

How it works

  1. You name Berkeley as a beneficiary of your IRA, 401(k), or other qualified plans.
  2. After your lifetime, all or a portion of the remaining assets in your plan pass to Berkeley tax-free.

How you benefit

  • You can continue to take distributions from your retirement accounts during your lifetime.
  • You can create a tax-efficient estate plan by leaving other assets to your loved ones, which are not subject to both income and estate tax.
  • You can change your beneficiary designation at any time.

How to give

Berkeley’s first and only “band director emeritus”

Robert O. Briggs
Robert O. Briggs

Although Briggs died in 2008 at age 81, current Cal Band Director Robert Calonico ’76 says his teacher, mentor, and friend is “here in spirit.” He notes that Briggs (Berkeley’s first and only “band director emeritus”) is always discussed at band camps to ensure that each generation of Golden Bear musicians learns of the man who marched in four Rose Bowls.

More than 50 students and alumni visited Briggs in the hospital in the days before he died — sometimes …

Read more