Ways of Giving

Your contribution is important to Berkeley Carroll. Every gift, large and small, makes a big difference to the school, and there are a number of ways to give. Please note that our fiscal year ends June 30.

By Check

Cash gifts provide income tax benefits if you itemize your deductions. Please address gifts to The Berkeley Carroll School, Institutional Advancement Office, 808 Union Street, Brooklyn, NY 11215.

By Credit Card

Paying by Visa or MasterCard allows you to take advantage of rewards programs. You can make a credit card gift just by clicking on the Online Giving link to the left.

Recurring Gifts

You can spread your payments over several months, making it possible to give a more significant amount than might otherwise be possible. If you would like to make your payments over time, we would be happy to set up a monthly or quarterly recurring gift and charge your credit card. Just contact Lucy Briglia, Director of Annual Giving, at 718-789-6060, x 6585, or lbriglia@berkeleycarroll.org

Appreciated Securities

Gifts of stocks, bonds or other appreciated securities offer two tax advantages to many donors. First, by contributing appreciated securities held for more than one year, you avoid paying capital gains tax on the appreciation. Second, you qualify for a charitable deduction on your income tax based on the value of the securities on the date you make a gift. A gift of securities is one of the more attractive ways of making a gift to Berkeley Carroll.

To insure a smooth transfer of stock, please follow these guidelines:

  1. Notify Lucy Briglia, Director of Annual Giving, at 718-789-6060, x 6585, or lbriglia@berkeleycarroll.org with the name of the stock that will be transferred, the number of shares, and the approximate date when you expect the transfer to be made.
  2. If the stock is in a brokerage account, have your broker coordinate the transfer by calling Berkeley Carroll’s broker, Tim O’Brien, at UBS, 38 Eastwood Drive, Suite 400, South Burlington VT 05403, phone 802-863-8430. Our account DTC is #221, and our UBS account is #HJ42407. The value of your gift is calculated as the average of the high and low of the stock on the day of transfer.
  3. If the stock is in your possession, you may send the unendorsed certificates to the Berkeley Carroll Institutional Advancement Office. Include a letter clearly stating your intent to gift the stock to Berkeley Carroll. Be sure to include the name of the stock and number of shares you are giving in the letter, and that the letter is signed by the same person in whose name the stock certificate is registered. Please do not have the name on the certificate changed to Berkeley Carroll’s by the issuing company. The value is calculated as the average of the high and low of the stock on the date of the postmark.
  4. You will be notified when transfer is complete and informed of the value at time of transfer.

If you would like to give other types of securities, such as mutual fund shares, please contact Lucy Briglia, Director of Annual Giving, at 718-789-6060, x 6585, or lbriglia@berkeleycarroll.org before beginning the transfer process.

Matching Gift Programs

If your company has a matching gift program, this is a terrific way to increase the size of your gift. The donor receives full credit for the entire gift. For more information on matching gifts, click on the link on the left.

Memorial and Honor Gifts

Any gift can be made in memory of a friend or loved one or in honor of a teacher, a loved one, a birthday, graduation, anniversary, or other significant event. Please specify in whose honor or memory your gift is being made, and please let us know to whom we should send notification of your gift.