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Cal FuturesPhilanthropic, Financial, and Estate Planning Ideas for UC Berkeley Alumni and Friends, Spring 2016
University of California, Berkeley
Office of Gift Planning
University Development and Alumni Relations
2080 Addison Street #4200
Berkeley, CA 94720-4200
Though they came from very different backgrounds, Don Lee ’51 and Harold Burns ’50 have much
in common. Both are military veterans, both pursued careers related to the built environment (civil
engineering for Don, architecture for Harold), and both avidly support their alma mater, UC Berkeley.
Even the ways in which they’ve honored their academic home are similar: Don and Harold
both established named, endowed scholarships in their respective areas of study at Cal, enabling
future generations of students to build their knowledge, experience, and skills — as they strive to
build a better world.
Scholarships provide vital assistance to many Berkeley undergraduates — in 2013–14, about
5,100 undergrads received scholarship help. Of course, scholarships are just one of many ways in
which donors can support Berkeley. As you consider your charitable giving plans, our team can help
you meet your philanthropic, financial, and estate planning goals while also finding meaningful
ways to support Cal. Like Don, Harold, and so many other alumni and friends, you have the power
to help Berkeley build upon its promise. l
Common ground:An appreciation for Berkeley
Who is thisFamous Alum?
Answer inside!
Nonprofit Org.
U.S. Postage PAID
University of California,
Berkeley
The life story of Don Lee ’51 has
taken many twists and turns —
from a tiny rural village on one
side of the Pacific to a successful
engineering career on the other. Wars,
language barriers, family loss, and other
hurdles met him along the way. And
though he encountered many obstacles
— or perhaps because of them — his
story can serve as the textbook example
of the American Dream.
That dream was fueled in large part
by his education at UC Berkeley. It’s one
of the reasons he’s remained a steadfast
donor to the university over the course of
his adult life.
“I feel that I got a lot out of Cal,”
says Don, who is now 88 and remains
connected to Berkeley through his
generous philanthropy. “It prepared me
well, so this (my giving) is payback.”
Born in southern China in 1927, Don
lived in a small village until the age of 11.
His mother passed away when he was a
toddler, and his father, Suey, sent young
Don to live with relatives and then traveled
to the U.S. to build a new life for his family
after the Japanese army invaded China.
Don eventually joined his father, making
the transpacific journey by sea on his own
— with memories that are less than sunny.
“I got motion sickness coming over,”
says Don, who recalls sleeping in third
class on the ship, next to the engine
room. The 21-day trip from Hong Kong
to Honolulu was followed by a smoother
passage to San Francisco, but more
challenges awaited Don in California.
Sent to the immigration station at
Angel Island, Don remained there for
a month. Authorities interrogated the
boy a half-dozen times. “They wanted
to make sure I was who I claimed I was,”
he recalls, but he remained focused
on the possibilities that the U.S. held
for him. “Compared to my situation
in China, America was a modern and
developed country with the promise for
better opportunities.”
Don soon reunited with his father
in San Antonio, Texas, where Suey now
worked in the grocery business. With no
English skills whatsoever, Don enrolled
in elementary school, where he recalls
being in a kindergarten class with seats
too small for his preteen body. Eventually
he settled into his new life, but following
America’s entry into World War II, the
Lees moved again when Suey found a
more stable job in Southern California.
Though he’d always imagined
returning to China after the war, the lure of
college was irresistible to Don. Following
high school, he enrolled in Compton
Junior College, where he realized he had
an aptitude for all things engineering-
related. When Don learned of Berkeley’s
highly regarded School of Engineering,
he applied to Cal and was accepted. “To this day, I feel that it was an honor to be accepted at Berkeley,” he says. Don eventually earned a B.S.
degree in civil engineering, graduating
in 1951.
At Cal, he also met his future wife,
Jeanette ’52, whom he first encountered
in an elective dance class his senior year.
The couple married in 1952.
Before he could begin his career,
however, the Korean War loomed. Don
was drafted into the U.S. Army, serving
two years as part of the Army Corps
of Engineers.
After the war,
he began a long
and successful
career as a
civil engineer,
including a stint
at California’s
Department of
Transportation.
In 1975 he
founded an
Oakland-based
construction
firm, with clients
including local
military bases, the BART transit system,
and even his alma mater — where his
firm helped strengthen the facade of
the Campanile.
More recently, Don found a different way to strengthen Berkeley: through philanthropy. He has created a named, endowed
scholarship fund, the Don Y.F. and
Jeanette Lee Family Scholarship. This
fund benefits students in the Department
of Civil and Environmental Engineering
and uses a gift of real estate as well as
gifts from his IRA account. Real estate
is a smart way for Don to give because
it frees him from the inconvenience and
hassle of selling the property on his
own. And gifts from his IRA account take
advantage of the new tax law enacted
in December 2015, which made the IRA
Charitable Rollover a permanent part of
the tax code.
By design, it’s not a full scholarship.
“My philosophy is that if the scholarship
gives 100 percent, the meaning isn’t as
significant,” Don says. “I feel that students
will have more attachment to it if they
have to put forth some of the effort to
keep going.”
In addition to honoring Jeanette,
the scholarship also reflects the love
for UC that the whole family feels —
Don and Jeanette’s sons have degrees
from Berkeley, Davis, and UCLA, and
Don’s granddaughter is a UC Santa
Cruz graduate.
Helped by his Berkeley education,
Don Lee has lived the American Dream.
And through the scholarship he has
generously created, other aspiring
engineers will be able to pursue dreams
of their own. l
2 Cal Futures
Engineering a successful life at Berkeley — and beyond
Jeanette ’52 and Don ’51 Lee
All four of Don and Jeanette’s sons attended UC schools — as has one grandchild.
Answer to “Famous Alum”
Born in Los Angeles and raised in Bakersfield, Warren more many different hats over the course
of his long and storied career. He was district attorney of Alameda County, attorney general
of California, governor of California for three terms, a Republican vice-presidential candidate,
and, as the 14th chief justice of the U.S. Supreme Court, one of America’s most influential jurists
(Brown v. Board of Education, Miranda v. Arizona, the Warren Commission). As governor, Warren
presided, with UC President Robert Gordon Sproul, over an unprecedented expansion of the
University of California system. Warren was a strong and sometimes controversial chief justice.
After he delivered the unanimous opinion of the court in Brown v. Board of Education, which
ended legal segregation in public schools, a virulent but unsuccessful campaign to impeach him
lasted for years. He left an enduring legacy and some memorable quotes, including: “Everything
I did in my life that was worthwhile I caught hell for.” Learn more about Berkeley’s famous
alumni at www.berkeleywalloffame.org.
Cal Futures 3
Earl Warren B.A. 1912, J.D. 1914
Few Berkeley buildings have engendered as much loyalty among their resident faculty
and students as North Gate Hall. Home to the architecture department from 1906 to 1964 (and now journalism), the redwood structure recalls the shingled homes that once dotted Berkeley’s hills and exemplifies simplicity and harmony with nature. It’s the kind of place one can’t help but love.
Harold Burns ’50 is among the generations of architecture students whose affection for the “Ark,” as the hall was commonly called, runs deep. It was in this intimate space that he spent countless hours meeting the demands of his studies, forming the ideals that would shape his career, and making lifelong friends. These memories prompted him to make a generous bequest gift to Berkeley last year.
“I met so many nice and interesting people who are still my good friends,”
says Harold. “The old Ark made us feel
like family. We’d work 12 hours a day
for three hours of credit, but then we
could sit on the patio and play bridge.”
Harold, who grew up in southeast Louisiana, served in the U.S. Navy from 1944–46. He trained in San Diego, then toured the Pacific aboard the USS Simon Newcomb (AGSC-14), a minesweeper converted into a coastal survey ship. He attended Louisiana State University on the G.I. Bill from 1946–47, then transferred to Berkeley.
While studying architecture, he lived in the perfect lab — a house designed by Bernard Maybeck, a luminary of American architecture whose hallmark features include bright colors, handcrafted details, and integration with the landscape. Maybeck, in his 70s at that time, lived around the corner.
“I often saw Mr. Maybeck working in his garden, but was so in awe I couldn’t get up the courage to introduce myself,” says Harold. “One of the great regrets of my life.”
Another regret? Not saving a piece of cardboard he’d found with Maybeck’s handwritten instructions and color samples for painting the kitchen red and blue. “I hung it on the wall of my room but didn’t ask my landlady if I could have it when I moved out,” Harold says.
While Harold missed the chance to rub elbows with Maybeck, he made
up for it through daily interactions with his classmates and professors. He particularly remembers charrettes, assignments in which professors gave students 24 hours to solve an architectural problem. Harold and his friends would first fill up on 25-cent martinis and $1.50 meals at a favorite
Oakland eatery, then hunker down in the Ark until the moment their drawings were due.
“It was a lot of pressure,” he recalls, “but the fun part was peeking through a large crack in the exhibit hall door to see if my design was on the wall.”
Harold eventually established his own firm in New Orleans — grounded in what he learned at Berkeley.
“I always felt that Bay Area
architecture was personal, livable —
not grand or pretentious, but built at human scale,” he says. Those principles influenced his practice, which focused
Continued on next page }
From the Arkto architectural success
Harold Burns ’50 and the historic building he is donating to Berkeley.
Architecture students work at the Ark in the late 1940s.
Phot
o: En
viron
men
tal D
esig
n Arc
hive
s
D11173
This newsletter offers only general gift planning information. We urge you to seek the advice of an attorney in developing your personal estate plan, as the Office of Gift Planning may not render tax or legal advice to friends and alumni of the university. If you would like more information concerning charitable giving as a component of estate planning, we would be happy to provide you with more specific ideas.
Vol. 29, No. 1 Produced by External Relations & Advancement Marketing Communications
© 2016 by The Regents of the University of California.
Both Don Lee and Harold Burns are grateful for the Berkeley education that set them on paths to fulfilling careers. Combining math and creativity to create structures that benefit society, both men appreciate all that it takes to plan out and build something great. Both also recognize how a carefully planned gift will help build a strong and enduring Berkeley.
Gifts made through wills or living trusts are the foundation of planned gifts. We are excited to announce that Berkeley has
launched a new bequest commitment program in which estate gifts are now acknowledged in a donor’s personal campus lifetime giving, class campaign giving, and Berkeley’s capital campaigns. In the recently completed Campaign for Berkeley, $320 million in bequest commitments were made to Berkeley. So, although we have always recognized the significant role that bequest gifts play in accomplishing Berkeley’s mission, these amounts were not counted in fundraising totals. With revised counting standards made by the Council for Advancement and Support of Education (CASE), and in keeping with best practices among our peers for higher-education philanthropy, we are excited that estate gifts will now be recognized during donors’ lifetimes. These gifts are the building blocks that will secure and strengthen Berkeley’s extraordinary future.
Bequest gifts can be made in a number of ways, with a gift provision that designates Cal as a beneficiary of an estate percentage or an estate asset such as real estate (as Harold did), or as a beneficiary of retirement accounts, brokerage accounts, or life insurance policies. To count the gift, the donor and donor’s spouse (if applicable) must be a minimum of 70 years old by the end of the upcoming campaign, and the gift may be deferred only until after the lives of both spouses.
We would welcome the opportunity to help you plan a gift that exemplifies the commitment and passion that you have for this great university. If you have already included Berkeley in your will, living trust, retirement plan, or other deferring giving technique and have not notified our office, please contact us so that we may count the gift in your lifetime giving totals as well as in our campaign totals. Reach out anytime by calling 800.200.0575 or emailing ogp@berkeley.edu. Also, visit us at planyourlegacy.berkeley.edu.
Fiat Lux!
Kevin T. Crilly, J.D. Executive Director, Office of Gift Planning UC Berkeley
A Note from the Executive Director
primarily on educational buildings, until his retirement in 2000.
Last year, Harold included a gift of real estate to Berkeley in his estate plan. Proceeds from the sale of the property
will be used to establish the Harold
Hugh Burns Scholarship, in honor of his parents, in the College of Environmental Design (CED). Dean Jennifer Wolch says that once the scholarship is endowed, it will annually support about five CED students, with preference given to those who live outside of California.
“Not only will students get essential financial support for their education,” says Wolch, “they will also be inspired by Harold’s architectural designs, which stood at the vanguard of the mid-century modern movement.”
Harold says he wants today’s young undergraduates to benefit from the university as he did. “I would tell a young person who’s as dedicated as I was to see things you’ve never seen before, understand things you’ve never experienced before,” he says.
Since his first exposure to Asian art in San Francisco, Harold has avidly collected Japanese prints, black ink sumi by well-known Berkeley professor Chiura Obata, and works by local artists. He is also devoted to the opera, ballet, symphony, and museums. When asked why he made Berkeley a significant beneficiary of his generosity, he said, “I’m a Golden Bear — Berkeley was generous to me — that’s why! I am most grateful for my Berkeley experience. It directed my whole thereafter.” l
From previous page
See your impact doubled when you create a new endowed scholarship You can see your support matched dollar for dollar when you partner with fellow alumni to support Cal students. A generous bequest from Berkeley honors student Ruth (Janke) Johnson ’38, C.Mult. ’39 has created the Ruth Johnson Undergraduate Scholarship Match Program, which will match 50 new scholarship funds of $100,000. Having treasured her Berkeley education throughout her life, Ruth sought to help make the Berkeley experience possible for many others — a vision that will only be fulfilled with your support. Please call the Office of Gift Planning at 800.200.0575 to learn more about this special opportunity to double your impact.
Cal Futures is now offered in digital format. If you would like to go paperless, please sign up at calfutures.berkeley.edu and receive your fall 2016 issue electronically. At this site, you can view, download, and share current and past issues of Cal Futures. Go Bears. Go green!
Receive electronically!
Please call me/us send information about:
Gifts the university can use today
Cash/Securities/Mutual Funds Real Estate ($150,000 minimum) IRA
Gifts that pay you income
Cash/Securities/Mutual Funds ($20,000 minimum) Real Estate ($150,000 minimum)
Gifts that take effect at your passing
Retirement Plans — IRA/401(k)/403(b)/other Bequests Brokerage Accounts Life Insurance Real Estate
I/We have already included Cal in my/our estate plan.
I am/We are not sure which gift plan would work best. Please contact me/us.
Please call me/us send information about:
Gifts the university can use today
Cash/Securities/Mutual Funds Real Estate ($150,000 minimum) IRA
Gifts that pay you income
Cash/Securities/Mutual Funds ($20,000 minimum) Real Estate ($150,000 minimum)
Gifts that take effect at your passing
Retirement Plans — IRA/401(k)/403(b)/other Bequests Brokerage Accounts Life Insurance Real Estate
I/We have already included Cal in my/our estate plan.
I am/We are not sure which gift plan would work best. Please contact me/us.
( ) ( )
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Home Phone Business Phone
Spring ’16
How to contact theOffice of Gift Planning
call 510.642.6300 or 800.200.0575 (toll free)email ogp@berkeley.eduweb planyourlegacy.berkeley.edu facebook facebook.com/biwsociety
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