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 ANNUAL GIVING
or our BUILDING FUND.

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.

PLANNED GIFTS: 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?
1. Bequests
2. Outright gifts of property and appreciated stocks
3. Charitable Remainder Trusts
4. Pooled Income Funds
5. Charitable Lead Trusts
6. 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.

Caroline Kuhn
President of the Board of Trustees
kuhn@berkeleyhall.org