three quick questions quizA planned gift to OLLI leaves a legacy of learning. It helps build strong programs to bring “learning for the joy of it” to our community for many years to come.

If you appreciate how OLLI enriches your life, follow the lead of other OLLI members who have established planned gifts that will benefit OLLI @Berkeley. Your gift will help shape OLLI’s future!

What Are the Advantages of Planned Giving?

  • Legacy giving helps OLLI plan for the future in order in enrich lives, expand horizons, and strengthen communities for years to come.
  • Planned giving is an opportunity to balance your personal, financial and charitable objectives.
  • For donors, legacy giving provides an opportunity to leave a gift to OLLI that otherwise might be impossible to give, especially for those on a fixed income.
  • Some planned giving options can provide significant tax benefits and even income to you or a loved one during your lifetime.
  • The UC Berkeley Office of Planned Giving can work with you to help identify the options that best suit your current needs and your philanthropic goals.
  • In addition, OLLI legacy giving donors will receive an invitation for membership in the Benjamin Ide Wheeler Society, which recognizes all those who have chosen to make a planned gift to UC Berkeley. 

Since OLLI @Berkeley is a department of UC Berkeley, gifts to OLLI are administered through UC Berkeley. To request more information, contact UC Berkeley’s Office of Gift Planning at ogp@berkeley.edu or 510.642.6300. 

Learn about planned giving options at planyourlegacy.berkeley.edu