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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 >>>>>
| Personal Planner | A Plan If You Have A Chronic Illness – Part I
 If you have a chronic illness, your personal planning will need to give careful consideration to your condition. Many Americans experience ALS disease, Alzheimer's, Huntington's disease, Parkinson's disease, Multiple Sclerosis or other types of chronic diseases. More ... |
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.
 | Bequests for Scholarships
Joe and Anna have been faithful supporters of Berry College over the years. They have visited the campus many times and have fond memories of those visits. Both of them strongly believe that it is important to support and encourage young people. More on Bequests for Scholarships >>. |
 | Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
 | 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 >>. |
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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