Gift Planning

Gift Planning - The Benjamin Ide Wheeler Athletics Associates

Cal Athletics Fund members who make a planned gift create a forever bond with Cal

Planned gifts offer creative and flexible strategies for you to pursue your financial and charitable estate planning goals while creating a large and lasting impact on Cal Athletics. These gifts are among the University’s largest sources of income and truly impact the future of Cal Athletics and the student-athletes who represent the Golden Bears.

When you make a planned gift to Athletics, you receive membership to The Benjamin Ide Wheeler Society, Berkeley’s legacy society, established in 1987 to recognize and honor Cal benefactors. You also receive membership to the Athletics’ affiliate society, The Benjamin Ide Wheeler Athletics Associates.

Established in the spring of 2017, The Benjamin Ide Wheeler Athletics Associates group specifically celebrates the generosity of our Athletics planned giving benefactors. As part of this society, you can expect: to have your name listed in our publications; to be recognized on a plaque in the Athletics Department; an invitation to an annual, special appreciation event; and to be sent a Cal memento recognizing your commitment.

For more information on making a planned gift to Cal Athletics, contact us at CalAthleticsFund@berkeley.edu or call (510) 642-2427. If you are already a member of The Benjamin Ide Wheeler Athletics Associates, please feel free to contact the Cal Athletics Fund.

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Support can be gifted now or in the future in a variety of ways

Bequest: Give to Cal Athletics without reducing your assets or affecting your cash flow during your lifetime.

Publically Traded Securities: A gift of publicly traded securities can provide substantial tax savings.

Retirement Plans: Designate Cal Athletics as a beneficiary of a retirement plan and avoid income tax your beneficiaries would otherwise have to pay.

Charitable Remainder Trust: Make a substantial gift and create a flexible source of income for you or a loved one.

Charitable Gift Annuity: Receive fixed lifetime payments and significant tax benefits.

Business Interest: Gifts of partnership interests or interests in limited liability companies can provide considerable benefit to Berkeley.

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* IMPORTANT NOTE: Planned Gifts are NOT eligible for football or men’s basketball season ticket seat donations, but DO earn priority points in the lifetime giving area of the priority point formula.