|
|
|
|
|
Welcome
Welcome to the planned giving website for Berry College. Please click the links at left to read more about the many ways you can leave a legacy at Berry: Learn. Live. Give!
New Planned Giving Officer
We are pleased to announce the appointment of Helen Lansing as Planned Gifts Officer. Helen has served Berry for several years leading our research efforts. Her contact information can be found at the bottom of this page.
A Wise Investment
It is a pleasure to report that Berry earned a high mark of 2.4 (3.0 scale) on the U.S. Department of Education's financial responsibility rating.
In addition, our endowment has performed well in recent months, regaining much of what was lost in 2008 and 2009. Berry ranked 12th on a 2010 list of the nation's 17 best-managed university endowments published by 24/7 Wall Street, so your investment is sound.
| Personal Planner | Trusts for Creative Spenders
 Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts have a specific name – they are called "spendthrift" trusts. More ... |
Benefits for Family and Berry College
There are several types of plans. Many of these have wonderful benefits for donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Fixed Income for Retirement
After working for decades as a pediatrician in a small rural town, Patricia Brown was ready to retire. Patricia owned some stock but was concerned about leaving it in the market where it could go up or down. She needed a secure source of retirement income for the future. More on Fixed Income for Retirement >>. |
 | Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>. |
 | Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process:
Helen Wright Lansing
Planned Gifts Officer |
Thanks very much for visiting our website! I look forward to assisting you. Click here to contact me via e-mail. I can also be reached via telephone at 706-378-2867 or toll free at 877-461-0039.
|
|
© Copyright 1999-2012 Crescendo Interactive, Inc.
|
|
