When you contribute to Berkeley Hall School, you receive a tangible reward –
an investment in the future – in our next generation. We invite you to invest in Berkeley Hall through your charitable, tax deductible gifts to the Annual Fund
or our Just Imagine Building Campaign.
Endowment is an essential ingredient in securing the future for the School. The current portfolio of $1.7 million forms the foundation upon which to build and reach our endowment goal of at least $10 million. Increased income from endowment will reduce the annual giving requirement.
A planned gift offers you an opportunity to benefit this institution you value, while providing you with financial and tax benefits, either now or to your estate. What kinds of Charitable Gift Plans are there?
- Outright gifts of property and appreciated stocks
- Charitable Remainder Trusts
- Pooled Income Funds
- Charitable Lead Trusts
- Gift Annuities
We hope you will consider including Berkeley Hall in your estate planning. We are available to answer your questions and help define these different vehicles which provide you with tax benefits, continuing lifetime income, and which ultimately, further education at Berkeley Hall in the years to come.