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

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esig

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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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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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