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Welcome!


Welcome to the gift planning web site for Berry College.  Use the links on the left to read more about the many ways of leaving a legacy at Berry through your estate.

News - The IRA Transfer
For a limited time, the federal government will now permit people age 70 ½, or those who will be before December 31, 2009, to transfer amounts from their IRAs to charity without claiming any increased income or paying any additional tax. These tax-free rollover gifts could be $1,000, $10,000 or any amount up to $100,000 given in one year.  This legislation creates an unprecedented opportunity for alumni and friends to help
Berry in a way that has not been possible before.  More on the IRA Transfer >>>>>



Benefits for Family and Berry College

There are several types of plans. Many of these have wonderful benefits for the gift 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.


Generous IRA Gift
Jerry is a fireman who volunteers for a number of charities in his community. Recently, Berry College shared an opportunity to join in a new program with a positive impact. Jerry was excited to help, but a lead gift of $10,000 was needed to start the program. More on Generous IRA Gift >>.


Major IRA Gift
Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.


Dr. John R. Bertrand's Gift Helps Students
Even long after he retired, Berry College students had a special place in Dr. John R. Bertrand's heart, and he chose to show it in the most meaningful way possible. More on Dr. John R. Bertrand's Gift Helps Students >>.


Widow Boosts Income and Helps Honor Late Husband
Virginia George has achieved two goals with one savvy investment decision: by establishing a charitable gift annuity at Berry, she has boosted her rate of return and has honored her late husband's memory in a way that would please him most. More on Widow Boosts Income and Helps Honor Late Husband >>.


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.


Scott Breithaupt
Senior Planned Giving Officer
Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.




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