Berkeley Public Library Foundation

Berkeley Public Library Foundation

Planned Giving

A legacy gift represents your values and creates a lasting impact.

The Berkeley Public Library is a bustling place of curiosity and learning for people of all ages. The library is here for all of us, whenever we need it.

Your planned gift contributes to generations forwardYou can help ensure that our Library will continue to thrive for the next generation by making a planned gift to the Berkeley Public Library Foundation. Making a planned gift provides needed resources for future Library users. It enables you to extend the joy you have experienced at the Library to others while receiving substantial financial benefits and tax savings.

Bequests are gifts made by naming the “Berkeley Public Library Foundation” as a beneficiary in your will through a specific dollar amount or a percentage of your estate. This is a simple method for remembering your library in perpetuity. Sample wording for your will: “I bequeath ($ dollar amount or description of property) to the Berkeley Public Library Foundation (Tax identification #94-3280180)”

A financial planner or estate planning attorney can explain more about your options, which may include naming the Foundation as a beneficiary of your IRA or pension plan, your life insurance policy or a charitable trust.

You may contribute all or part of your life insurance policy by naming the “Berkeley Public Library Foundation” as a beneficiary.

Retirement plans are a simple and “tax-wise” way to make a planned gift. Through your plan provider, you have the option of naming the “Berkeley Public Library Foundation” as a beneficiary by designating either a stated percentage or dollar amount of your IRA, 401(K), 403(b) or other retirement plans.

The better the public library, the stronger the community.  That’s one reason Berkeley Public Library Foundation’s board voted to establish the Generation Fund. Gifts to this fund will support the mission of the Berkeley Public Library Foundation and assure fiscal stability.