Planned Giving

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The BSC is a tax-exempt 501(c)(3) nonprofit organization that offers planned giving opportunities to alumni and friends.

Appreciated Securities

Gifts of securities are recorded based on the mean market value of the stock, bond or mutual fund on the date of gift, which is determined by the date the donor relinquishes control of the security.  Donors should contact the BSC to coordinate securities transfers.  Gifts of such property avoids the capital gains tax while also allowing a charitable deduction for the full fair market value for property held over one year.

Bequests

Provide for a future gift to the BSC by including a bequest in your will, living trust, or testamentary trust.

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.

Join the BSC Legacy Society

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Members of this society are those who have pledged to name the BSC in their estate plans. 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. 

There are ways to minimize taxes and support your favorite non-profit organization. By naming the BSC as a recipient in your will, living trust, retirement plan, or insurance policy, the benefits of your investment in us will increase exponentially.

For more information please email  This email address is being protected from spambots. You need JavaScript enabled to view it. , or call (510) 848-1936.

Bogie’s Story

Bogie was born in Harbin, Manchuria. Speaking only Russian, he immigrated with his family to Los Angeles during the Depression. Finances prevented Bogie coming to Cal as a freshman, so he attended junior college and transferred to UC Berkeley to earn a degree in mechanical engineering in 1943.

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Paying rent in coins? You could use a Bogie Bogart Scholarship.Since the early 1970s, Bogie’s gifts to the Bogie Bogart Bear Bucks-In-Aid Fund have been generous and consistent and the $40,000 fund yields as many as ten grants each year.

In the ‘80s, Bogie sent the BSC $10,000 for the Bogie Bogart Bear Bucks Athletic Fund. However, this fund was set up for Intercollegiate Athletics (which at the time was all men). The BSC Board of Directors, dismayed that Bogie would send money to benefit men only, returned his check. Bogie, unaware that it did not include women, sent the first check back, along with a second $10,000 check “for the girls.”

According to Bogie, “The co-ops were great. They helped me to understand, get along, and work with different types of people. Without the co-ops I probably would not have been able to get through Cal as easily. The co-ops helped me, so I decided to help others…. It is as simple as that.” When asked what he would do differently at Cal, if he had the chance to do it all over again, Bogie added, “Probably, not a thing…except, perhaps, study even less.”

Bogie died in November 2000. Friends and family remember him as an interesting and colorful character who wanted to help college students in situations similar to his own. Bogie’s widow, Rosanna, continues to manage his investments, which provide a monthly income stream to the BSC. The BSC is also a named beneficiary in the Bogart estate.

Important Information

The Berkeley Student Cooperative is a 501(c)(3) charitable non-profit organization.

Our Tax ID Number is 94-0948140

Our Mailing Address:

Berkeley Student Cooperative
Attn: Development Director
2424 Ridge Rd.
Berkeley, CA 94709

For Inquiries or more information, please contact:

Madeleine Loh
Development Director
Phone: (510) 549-5959
Please let us know your plans.

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.

This material does not constitute legal advice and should not be relied upon as such. Please consult your  legal or financial advisor.