Yearend Gift Information

Online gifts can be made conveniently, securely and instantly using your credit card at: http://www.haas.berkeley.edu/givenow

The IRS has stated that a gift by credit card is deemed to be made on the day the card is charged against the donor's account (IRS Rev. Rul. 78-38).

Online gifts using your credit card are processed immediately, and you will promptly receive a confirmation email informing you that your gift transaction was submitted successfully.

In order for your online donation to the Berkeley-Haas School of Business to be considered a 2011 tax-deductible charitable donation, it must be made before midnight on December 31, 2011.

The IRA has stated that a gift by credit card is deemed to be made on the day the card is CHARGED against the donor's account (IRS Rev. Rul. 78-38).

In order for your credit card donation to the Berkeley-Haas School of Business to be considered a 2011 tax-deductible charitable donation, it must be successfully CHARGED (not simply postmarked) to your credit card account before midnight on December 31, 2011.

Online gifts are charged immediately to your account, and you will promptly receive a confirmation email informing you that the transaction was submitted successfully. If the transaction is completed before midnight on December 31st, you may consider this successful online transaction as a 2011 tax-year donation.

Credit card gifts made by mail/post, fax and phone will be accepted by our Gift Administration personnel until 5pm Pacific Time on Friday, December 30, 2011. This deadline is necessary because December 31 falls on a Saturday this year. There is no mail delivery on campus on December 31.

You can mail in your credit card gift to: UC Berkeley, Haas School of Business, Development & Alumni Relations, 2001 Addison Street, 1st Floor (#1990), Berkeley, CA 94720-1990

You can fax in your credit card gift to: 510.643.3582

You can phone in your credit card gift to: 510.643.9789

Please provide the following information in order for us to successfully process your credit card gift:
Full Name on Credit Card (First, Middle/Middle Initial, Last):
Credit Card Type (Visa, MasterCard or AmericanExpress):
Credit Card Account #:
Expiration Date (MM/YY):
Donation Amount: $
Designation of Donation:

• Haas Fund - Schoolwide Support
• Haas Fund - Dean Lyons' Initiatives
• Haas Fund - Faculty Excellence & Research
• Haas Fund - Undergraduate Program
• Haas Fund - Full-Time MBA Program
• Haas Fund - Evening & Weekend MBA Program
• Haas Fund - Berkeley-Columbia MBA Program
• Haas Fund - MFE Program
• Haas Fund - Haas PhD Program
• Other:

Signature (mail/post and faxes):
Date/Time:

We will do our best to complete these gifts before year-end to ensure your tax deduction for 2011.

The IRS has stated that a charitable gift made by check is complete at the time the check is delivered or mailed, and the postmark is evidence of the gift date.

Gifts delivered by overnight courier, e.g., Federal Express, UPS, etc., are deemed to have been made when they are delivered.

In order for your donation to the Berkeley-Haas School of Business to be considered a 2011 tax-deductible charitable donation, it must be received or postmarked on/before December 31, 2011.

All gifts made by check should be made out to: Haas School of Business - Haas Fund, and can be mailed directly to us at:

UC Berkeley Haas School of Business
Development & Alumni Relations Office
2001 Addison Street, 1st Floor (#1990)
Berkeley, CA 94720-1990
USA

In order to further specify how you'd like your gift to be used, please either include a letter/note specifying the desired designation/use of your gift, or write your desired gift designation in the notes/for line on your check.

Designation of Donation:

• Schoolwide Support
• Dean Lyons' Initiatives
• Faculty Excellence & Research
• Undergraduate Program
• Full-Time MBA Program
• Evening & Weekend MBA Program
• Berkeley-Columbia MBA Program
• MFE Program
• Haas PhD Program
• Other:

You can conveniently, securely, expediently, and inexpensively make your yearend gift through your bank using their online banking system, which usually free-of-charge to you will mail the Haas School of Business your requested payment (i.e. donation). However, most banks' online banking systems have a one to two business day lag between your requested payment (i.e. donation) and when they can actually mail it out in the form of a check.

The IRS has stated that a charitable gift made by check is complete at the time the check is delivered or mailed, and the postmark is evidence of the gift date.

In order for your donation to the Berkeley-Haas School of Business to be considered a 2011 tax-deductible charitable donation, you should set up and request your online banking payment (i.e. donation) one to two business days before December 31, 2011.

In order to make your yearend gift to the Haas School of Business via your Bank's online banking system you'll first need to long in to your online banking system, and in the Bill Pay section, add/create the Haas School of Business as a 'Pay To Account' or Vendor. Since the Haas School is not a recognized company with an account number, just by pass this process and enter the following information as closely as possible:

Haas School of Business
2001 Addison Street, 1st Floor
Berkeley, CA 94720-1990
510-642-0727

In order to further specify how you'd like your gift to be used, please state your desired gift designation in the memo/for line on your online banking payment.

Designation of Donation:

• Haas Fund - Schoolwide Support
• Haas Fund - Dean Lyons' Initiatives
• Haas Fund - Faculty Excellence & Research
• Haas Fund - Undergraduate Program
• Haas Fund - Full-Time MBA Program
• Haas Fund - Evening & Weekend MBA Program
• Haas Fund - Berkeley-Columbia MBA Program
• Haas Fund - MFE Program
• Haas Fund - Haas PhD Program
• Other:

The IRS has stated that a charitable gift made by check is complete at the time the check is delivered or mailed, and the postmark is evidence of the gift date.

Gifts delivered by overnight courier, e.g., Federal Express, UPS, etc., are deemed to have been made when they are delivered.

In order for your donation to the Berkeley-Haas School of Business to be considered a 2011 tax-deductible charitable donation, it must be received or postmarked on/before December 31, 2011.

All gifts made by check should be made out to the: Haas School of Business - Haas Fund and can be mailed to us directly at: UC Berkeley, Haas School of Business, Development & Alumni Relations, 2001 Addison Street, 1st Floor (#1990), Berkeley, CA 94720-1990.

In order to further specify how you'd like your gift to be used, please either include a letter/note specifying your desired designation of your gift or write your desired gift designation in the for line on your check.

Designation of Donation:

• Schoolwide Support
• Dean Lyons' Initiatives
• Faculty Excellence & Research
• Undergraduate Program
• Full-Time MBA Program
• Evening & Weekend MBA Program
• Berkeley-Columbia MBA Program
• MFE Program
• Haas PhD Program
• Other:

You can mail in your credit card gift to: UC Berkeley, Haas School of Business, Development & Alumni Relations, 2001 Addison Street, 1st Floor (#1990), Berkeley, CA 94720-1990. Please note: Credit card gifts made by mail will be accepted by our Gift Administration personnel until 5pm Pacific Time on Friday, December 30, 2011. This deadline is necessary because December 31 falls on a Saturday this year. There is no mail delivery on campus on December 31.

Please provide the following information in order for us to successfully process your credit card gift:
Full Name on Credit Card (First, Middle/Middle Initial, Last):
Credit Card Type (Visa, MasterCard or AmericanExpress):
Credit Card Account #:
Expiration Date (MM/YY):
Donation Amount: $
Designation of Donation:

• Haas Fund - Schoolwide Support
• Haas Fund - Dean Lyons' Initiatives
• Haas Fund - Faculty Excellence & Research
• Haas Fund - Undergraduate Program
• Haas Fund - Full-Time MBA Program
• Haas Fund - Evening & Weekend MBA Program
• Haas Fund - Berkeley-Columbia MBA Program
• Haas Fund - MFE Program
• Haas Fund - Haas PhD Program
• Other:

Signature (mail/post and faxes):
Date/Time:

Gifts by wire transfer are deemed to be made when the wire is credited to the recipient's bank. This document (.pdf) for Wire Transfer Gifts has instructions your bank should follow when sending the gift.

Please ensure that gifts by wire transfer are made before 1 pm Pacific Standard Time on December 31, 2011.

If you would like to confirm the University's receipt of your wire transfer, please contact the Gift Administration Help Desk at: 510-643-9789 or gahelp@berkeley.edu and a staff member will confirm whether your wire transfer was received.

Gifts of securities are credited on the day they are received at University Relations. If they are sent through US mail with a stock power in a separate envelope, the last date that the stock certificate or stock power is postmarked is the date of gift. Stock gifts transferred to a brokerage house are credited the day received in the UC Berkeley Foundation or the UC Regents account. As transfers of securities often take several days to accomplish, please begin the transfer as early as possible before the end of the year in order to insure deductibility for the 2011tax-year.

Please contact Sylvia Worthington at 510-642-4123 or Delores Spence at 510-643-2322 for assistance with these gifts. They can also be reached by email at sworthington@berkeley.edu and daspence@berkeley.edu, respectively. Some donations are never identified because donors fail to contact us to let us know what they gave. So it is important that you contact Sylvia or Delores with the details of the gift including what stock and how many shares were given.

The tax-free direct qualified contributions from IRAs must be post-marked no later than December 31st  to qualify for exclusion from the donor's adjusted gross income in tax year 2011. Please keep in mind that the payment must come directly from the IRA administrator so the timing may be out of the donor's control, especially as it gets closer to the end of the year.

For technical questions about tax-free IRA contributions or to initiate a direct contribution from an IRA, please contact the Gift Planning Office by phone at 800.200.0575 or by email at: ogp@berkeley.edu

For any specific tax-related questions, please contact the UC Berkeley Gift Planning Office toll free at 800.200.0575 or 510.642.6300.