The Atwood Society, named in honor of Ina Clayton Atwood, distinguished headmistress of the Berkeley Institute from 1917 to 1947, recognizes those alumni, parents, and friends who have made provisions for Berkeley Carroll through a bequest or other planned gift. By doing so, they have helped to secure the future of the school.
If you wish to make a bequest to Berkeley Carroll in your will, please let us know that you have done so, in order that we may add you to the ranks of the Atwood Society. And thank you!
If you wish to make a gift to Berkeley Carroll during your lifetime, but want yourself or someone else to receive income from the capital, you may use a charitable gift annuity or, for larger gifts, a charitable trust. The income is available for life to the donor and/or another beneficiary named by the donor. Upon the death of the donor and any named beneficiary, the remainder of the principal benefits the school. Or, a trust can be set up where the interest goes to the school for a period of time, and the capital passes to a family member of the named beneficiary.
There are many other types of planned gifts, including gifts of real estate, IRAs, and life insurance. There are many ways through which donors can maximize their gifts and minimize income or estate taxes. For further information about planned giving, please contact Pam Cunningham, Director of Development, at 718-534-6580, or email@example.com.
The information on this site is not intended as legal, tax or investment advice. Please consult your attorney, tax professional or investment professional before making a planned gift.