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Cal Futures Spring 2014

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Springing forward to support Berkeley — bequests sow benefits for the campus and donors alike

Spring is a time when our thoughts often turn to plans for the future. For many alums of all ages, it is also a great time to create a bequest in a will or trust that
will benefit Berkeley. This issue of Cal Futures shares how Iris Fluellen B.A. ’75, C. Sing. ’78 and Louise ’70 and Gene Sander have chosen to give back to Berkeley — and describes the peace of mind resulting from their wonderful planned gifts. As you will see, they are establishing scholarships that pass along the dream of a Berkeley education to tomorrow’s students.

 

Cal Futures Fall 2013

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Continuing the Berkeley legacy — gifts that span generations to serve others

This issue of Cal Futures illustrates Berkeley’s enduring reach across time — through generations of families, including two whose career paths focused on public health and service to others.

Kathleen Miller Ph.D. ’77, the late daughter of Arlene Miller, came to Berkeley to earn a doctorate in immunology so she could help people suffering from neglected diseases.

Marilyn Barkin ’69, M.P.H. ’89 returned to Berkeley for an advanced degree so that she could be an advocate for patients. The planned gifts made by Arlene and Marilyn will assist eligible students in forging paths to serve the wider community. Another planned gift from the estates of two alumni who graduated more than 100 years ago was just received and is now benefitting student programs, both old and new.

 

Cal Futures Spring 2013

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Connected through Cal — Giving thanks by giving back

For almost a half million alumni, the UC Berkeley experience means a world-class education — and much more. Over the decades, Berkeley graduates have credited the campus with countless contributions that transformed their lives and shaped their futures.

In this issue of Cal Futures, we share the inspiring stories of two couples who attended Berkeley in the years surrounding World War II. Though they followed distinct paths to and from campus, Alice ’42 and the late James W. “Walt” ’41 Nelson, Jr. and Witold ’51, M.Arch. ’52 and Norma ’51 Willer share a connection — they met their cherished spouses and lifelong partners at Berkeley.

 

Cal Futures Fall 2012

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Returning the favor of a Cal education
Coming forward to give back

UC Berkeley is turning challenge into opportunity. In spite of unprecedented state funding cuts, the University has enabled higher enrollment for California residents and non-residents alike, maintained its world-class faculty, and expanded its course offerings.

U.S. News & World Report has just ranked Berkeley as the top public university in the nation — again. “Private philanthropy has helped us maintain our public character,” said Chancellor Robert Birgeneau, who will step down at the close of 2012, after eight years of promoting “access and excellence” at Berkeley. “We have been able to keep our doors wide open — and that’s only possible because of philanthropy.”

 

Cal Futures Spring 2012

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Bright Students, Stellar Faculty - Cal's Circle of Excellence

Nobel laureate Y.T. Lee once expressed a sentiment shared by many of his colleagues when he said, "I first came to Berkeley in 1962 to pursue my graduate studies because Berkeley had the best professors in the world. I returned in 1974 as a professor because we have the best students."

Indeed, it is this synergy among creative, passionate, intelligent scholars that defines UC Berkeley's excellence across disciplines. What fuels this synergy is the generosity of people like Helen '22 and Andrew Neumann and Emma '28 and Derrick Henry '27 Lehmer. The Neumanns established a fellowship that enables graduate students like Rosa Guzman M.A. '12 to enter careers of service as teachers. The Lehmers funded a fellowship for graduate students who delve deeply into the mathematical field of number theory.

 

Cal Futures Fall 2011

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Celebrating ways we connect with Cal

Cal’s alumni and friends enable the University to fulfill its mission of excellence in research, teaching, and public service and its commitment to educating students from all backgrounds and talents.

In these times of diminished state funding, Berkeley’s supporters — whether they attended Cal or not — recognize the value of this institution to California and far beyond. They give to core academic needs, including scholarships for undergraduates who might be the first in their families to attend college, fellowships for promising graduate students, and endowed chairs for remarkable faculty members who cultivate the next generation of scholars.

Our donors also fuel the many programs that enliven this leading public university: a world-class library system; the art and culture of Cal Performances, the Berkeley Art Museum/Pacific Film Archive, and the Phoebe Hearst Museum of Anthropology; nature and abundance at the Botanical Garden; Berkeley spirit through intercollegiate and intramural athletics; groundbreaking research from the biosciences to the social sciences — and so much more.

In this issue of Cal Futures, we share two stories of donors who give to what moves them most and, in so doing, support Cal’s incredible bounty of people and programs.

 

Cal Futures Spring 2011

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Believing in Cal’s students Building the dream

The stories of our Berkeley alumni can summon the boom of the cannon, the smell of freshly cut grass on Memorial Glade, the sight of the sun setting behind the Golden Gate — the familiar elements of  the Cal experience. In this issue of Cal Futures, we are pleased to share two of these evocative stories about alumni who invested their energy and talents at Berkeley, achieved success, and continued to give back. Robert O. Briggs ’51 led the Cal Band for nearly a quarter of a century, wielding his baton with an understated grace and  connecting with students like few others.

Awtar Singh Ph.D. ’66 was an up-and-coming engineer from India who found his calling and his home in California. Using their retirement plans, both Briggs and Singh supported their alma mater and the generations of students who will share and cultivate Cal’s spirit.

 

Cal Futures Fall 2010

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Our Berkeley Faculty: Educating, Inspiring, Innovating

“Brilliant faculty exert a powerful gravitational force. They inspire young minds, influence their trajectories, and catapult thought to places no one could have imagined. Our stellar faculty are at the center of Berkeley’s far-reaching universe.”

— Chancellor Robert J. Birgeneau


UC Berkeley’s faculty is a force of more than 2,000 men and women charged with taking on the most significant questions of our times — with pen or microscope, persistent study or spectacular revelation. They are called to be exceptional thinkers, researchers, teachers, and mentors.

 

Cal Futures Winter 2010

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Investing in the Future: Our Cal Students

For those who remember when UC Berkeley was practically free and rent near campus was affordable, it’s hard to fathom that a Cal education with living expenses will cost about $31,000 next fall. The economy and rising college fees are putting new stresses on students who are forced to cobble together grants, loans,  scholarships, and part-time jobs to make ends meet.

More than 70 percent of our undergraduates receive some form of financial aid and halfway through this academic year, hundreds of additional students made urgent appeals for support. One third of our undergraduates come from families making less than $45,000 per year — a number that is up 11 percent this year as 900  additional families dropped into that low-income bracket.

 

Cal Futures Fall 2009

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A Message from Chancellor Robert J. Birgeneau

As I mark my fifth anniversary as Chancellor of UC Berkeley this fall, I am extremely gratified by the opportunity to serve this great  university and its generations of loyal alumni. It is true that I have been fortunate in my career to teach at many remarkable  universities including Oxford, MIT, Yale, and Toronto, but as I have  said on more than one occasion: My only regret is that I did not come here sooner!

 

Cal Futures Spring 2009

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Deep connections to Cal giving back and staying involved

In this issue of Cal Futures, we share two unique and compelling stories of people whose love of Berkeley runs deep and is born of  layered connections to the campus. Here is the story of a young  Chinese student, the oldest son of the oldest son, who arrived in Berkeley with high expectations and a pressure to succeed, just as his uncles and aunts had succeeded at Cal in the decades before. And then the story of a man who came to Berkeley as a young,  innovative professor, who made his mark as a sociologist in the field of architecture over two decades, and continued to give back to the University as a beloved vice chancellor.

 

Cal Futures Fall 2008

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Differing gifts, a common goal

Planned gifts play an important role in keeping a Berkeley education accessible to talented students, enabling cutting-edge research, and supporting the University’s all-around excellence. In this issue of Cal Futures, we share with you three stories illustrating how very different types of planned gifts are directly benefiting and furthering  the work of a Cal undergraduate, senior professor, and graduate  student. We are delighted to introduce you not only to these three exceptional individuals, but also to the equally exceptional donors  whose generosity has made these success stories possible.

 

Cal Futures Spring 2008

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Partners in Life and Philanthropy

UC Berkeley is a dynamic institution that thrives from the support of steadfast friends and alumni. This type of support can take many  forms, including lasting gifts made in wills and living trusts to benefit the University. These bequests not only play a vital role in the ongoing excellence of Berkeley, they are celebrations of the works and lives of the people who have made them. In this issue of Cal Futures, we share the stories of two such remarkable couples who, though they made their marks in different fields, were equally passionate about the search for knowledge, truth, and understanding.

 

Cal Futures Fall 2007

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Different Lives, a Love for Cal Five women’s paths to philanthropy

This issue of Cal Futures tells the stories of five extraordinary women linked by a deep love for Cal and an equally deep  commitment to support the University and its mission. They are, at the same time, a vivid illustration of the wonderful diversity of our Cal family — in background, experience, talents, and interests. It is this infinite variety that is one of our University’s greatest strengths.

We hope you will enjoy their stories, and find in them new reasons to stay involved with the University and take pride in your Cal family.

 

Cal Futures Spring 2007

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Investing in the Future of Berkeley

Planned gifts play an important role in keeping a Berkeley education accessible to talented students, enabling cutting-edge research, and in other ways supporting the University’s all-around excellence. In this issue of Cal Futures, we share with you three stories illustrating how different types of planned gifts are directly benefiting and  furthering the work of a Cal undergraduate, graduate student, and senior professor. We are delighted to be able to introduce you not only to these three exceptional individuals, but also to the equally exceptional donors whose generosity has made these success  stories possible.

 

Cal Futures Fall 2006

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Year-End Tax Planning: Life Income Gifts

For many of us, the end of the year is a time of celebration with family and friends. It is also a time to finalize annual tax planning — especially determining your charitable gifts, which are among the most flexible and effective of your taxsaving options.

For those of you who are considering supporting UC Berkeley with a year-end life income gift, the Office of Gift Planning has prepared this brief introduction.

Below, you will find descriptions of the two most popular life income gifts — charitable gift annuities and charitable remainder unitrusts — and learn how both you and Cal can benefit from these arrangements.

 

Cal Futures Spring 2006

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Spring Forward: Review Your Estate Plan Now

The coming of warmer weather, longer days, and tax time creates an ideal opportunity for an important activity — reviewing and possibly modifying your estate plan to make sure it most effectively serves your philanthropic, financial, and personal goals. For those of you who have not yet made an estate plan, spring is also an excellent time for beginning this crucial task.

 

Cal Futures Fall 2005

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Charitable Remainder Unitrusts: A Gift to Cal, Lifetime Income for You

Many alumni and friends of UC Berkeley want to financially support the University in its mission of teaching, research, and public service — but are unsure if making a substantial gift to Cal would still allow them to achieve their personal financial goals. If you are in this group, ask yourself the following questions:

  • Are you ready to sell your residence or vacation home, but dread paying the large capital gains tax that would be due at the time of the sale?
  • Is your real estate investment partnership terminating, or do you want to sell other investment property and cannot find a suitable “1031 exchange”?
  • Do you want to receive additional income from assets that currently produce too little income?

 

Cal Futures Fall 2004

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Charitable Gift Annuities: Support Cal and Support Yourself

The charitable gift annuity is one of Cal’s most popular gift plans — and for good reason. With interest rates near an all-time low, many people are dissatisfied with the returns they are receiving on fixed income investments such as certificates of deposit and corporate
bonds. The gift annuity provides an attractive alternative, with payment rates ranging from 5.5 percent to 11.3 percent, depending upon the number and age of the annuitants. Because the payments for gift annuities are fixed, they are not vulnerable to stock market fluctuations or changes in the economy, which appeals to those who
prefer a fixed sum for life.

 

Cal Futures Spring 2004

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Leave a Personal Legacyat Cal through Your Estate

From Cal’s earliest years, the support of alumni and friends has played an indispensable role in promoting the University’s growth and continued excellence — in teaching, research, and public service . Today, this philanthropic tradition remains strong, with Cal receiving nearly$164 million in private gifts in 2002–03