Other Ways to Give Smarter

A photo from the Ridge re-union registration.

Our Tax ID Number is 94-0948140

Contact Information:

Berkeley Student Cooperative
Attn: Development Director (development@bsc.coop)
2424 Ridge Rd.
Berkeley, CA 94709
Phone: (510) 848-1936

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Begin your legacy with us

To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating a legally valid will or trust. It’s easy to use, accessible online and can be completed in 20 minutes. You can use the Link Bequest Tool on its own, use it to document your wishes before finalizing your plans with an attorney.

Have you already included a gift in your will or trust? Please fill out this form to let us know! We would love to thank you for your generosity.

Non-probate assets

Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Use the Link Beneficiaries Tool to make your plans and designate us as a beneficiary of one or more of these assets.

IRA Qualified Charitable Distribution

If you are 70 1/2 and older, you can donate up to $100,000 tax free from your IRA and satisfy your required minimum distribution.

Securities Transfer Information

Gifting securities to the BSC is easy. We appreciate your support.

  1. Instruct your brokerage firm to transfer securities

    Your instructions should include the following information:

    1. The account from which you are transferring the shares
    2. The name and number of shares to be donated
    3. Berkeley Student Cooperative brokerage information:
      Firm Name:
      Wells Fargo Clearing Services, LLC.
      DTC Number:
      0141
      Account Title:
      Berkeley Student Cooperative, Inc.
      2424 Ridge Rd.
      Berkeley, CA 94709
      Account Number:
      2036-4156
      Tax ID:
      94-0948140
      Bank Contact:
      Walter Wellsfry, (925) 296-3615
  2. Notify the BSC of your donation

    Please provide the Berkeley Student Cooperative the following information for audit and acknowledgment purposes:

    1. Donor’s name and complete address
    2. Broker’s name and phone number
    3. The name and number of shares transferred, and the approximate dollar value of gift
    4. The specific fund that you have donated to (e.g.: Where It Is Needed Most, Seismic Retrofits, Scholarships)

    Communicate this information via letter or email to:

    We will acknowledge your donation in writing and verify that it has been credited to the fund you have chosen.

Wills - Join the BSC Legacy Society

Provide for a future gift to the BSC by including a bequest in your will, living trust, or testamentary trust. By informing the BSC of your legacy gift you help us prepare for the future. Equally important, you also give us the chance to thank you for your generosity.

Retirement Plan

Name the BSC as a beneficiary on your IRA, 401(k), or other qualified plan.

Charitable Gift Annuity with the Silicon Valley Community Foundation

Enjoy income for life, charitable deduction, favorable capital gains tax treatment, and no estate tax with a charitable gift annuity managed by the Silicon Valley Community Foundation.

Charitable Lead Trust

Create a trust that makes annual payments to the BSC for a specified period. When the trust terminates, the remaining principal is paid to your heirs.

Life Insurance

Leverage your donations to the BSC by donating ownership of a life insurance policy to the BSC. We will receive the premium notices, and you will make annual tax-deductible donations to offset our payments.

You can also name the BSC the irrevocable owner and beneficiary of a paid-up life insurance policy on your life. You will receive an immediate charitable deduction for your gift. It will be the lesser of the policy's fair market value or the total of your net premium payments.

Or, simply name the BSC as a beneficiary on your life insurance policy, reducing your taxable estate.

Real Property

Make a substantial gift to the BSC through a transfer of residential, commercial, or undeveloped real estate. If you transfer the property subject to a life estate, you can continue to live in the property while you pay for taxes, insurance, and maintenance.

A Photo of BSC Alumni.

Named Endowment

Donors can name a scholarship endowment with a gift of $25,000 or more. Please contact us at (510) 848-1936 or development@bsc.coop to discuss this and other opportunities.

Our legal name is: Berkeley Student Cooperative, Inc.
Our tax ID number (EIN) is: 94-0948140