Our team of gift planning experts are available to answer your questions or create a personalized gift proposal. For additional information, please download our gift planning brochures below.
This illustrated brochure describes the types of assets that Berkeley can accept and vehicles through which those assets can be given. The gift that is best for you depends on your philanthropic, financial, and estate planning goals.
While an estate plan may sound like something only wealthy people should consider, the truth is that almost everyone should have one. Simply put, estate planning ensures that your assets will be managed and distributed as you wish after your passing. The process can be a rewarding opportunity to contemplate what matters to you and the legacy you want to leave.
The Wheeler Society is named for Benjamin Ide Wheeler, president of the university from 1899 to 1919. President Wheeler transformed Berkeley from a small western public university to one of the most distinguished centers of learning in the nation. He was also responsible for arranging the first life income gift to the University of California — a charitable trust from Jane K. Sather, the remainder of which built the Campanile.
Mailing Address:
University of California, Berkeley
Office of Gift Planning
1995 University Ave., Suite 401
Berkeley, California 94704-1058
Office Hours:
Monday–Friday, 8 a.m.–5 p.m.
Please note: Neither the University of California, Berkeley Foundation nor The Regents of the University of California can engage in rendering legal, accounting, or other professional services. The material presented in this website is not offered as legal or tax advice. You are urged to seek the advice of your tax advisor, attorney, and/or financial planner to make certain a contemplated gift fits well into your overall circumstances and planning.
