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Planned Giving Confidential Intention Form

Your generosity helps preserve culturally diverse live music and support our tuition-free Concert Career Pathways (CCP) program, where young people gain hands-on training, mentorship, paid internships, and pathways to careers in the live music industry. If you have included The UC Theatre in your plans, or are considering it, we would be grateful to hear from you.

This form is confidential and voluntary. Submitting it is not legally binding and does not change any existing will, trust, or beneficiary designation. Fields marked * are required; everything else is optional.

01 Personal Information

Your information

Spouse / partner (optional)

Contact details

Preferred method of contact

02 Your Gift Intention

Please select all that apply. You may share only what you are comfortable disclosing.

If a charitable remainder trust, it is:

Estimated gift (optional)

We understand that estate values and plans may change. Gift amounts will never be publicly disclosed.

03 How Would You Like Your Legacy to Make a Difference?

Please select any areas of The UC Theatre’s mission that are especially meaningful to you.

04 Recognition & Acknowledgment

We would love to thank you in a way that feels meaningful to you. Your preference can be changed at any time.

05 Supporting Documentation (Optional)

Documentation is not required to notify us of your intentions. If you would like to share the relevant excerpt from your will, trust, or beneficiary designation, please contact us and we will arrange a secure way to send it. For your privacy, remove account numbers and other sensitive personal information first.

Important: This form expresses your current intentions only; it is not a binding pledge, will, trust, or beneficiary designation. Please consult your attorney, tax advisor, or financial advisor about your estate plan. Any restricted gift purpose is subject to Berkeley Music Group’s acceptance and applicable policies.

Thank you! We’ve received your form. A member of our Development Team will be in touch soon.

Something went wrong while sending your form. Please try again, or email development@theuctheatre.org.

06 A Personal Thank You

Your generosity is an investment in the future of live music and the next generation of music industry professionals. Your legacy will help keep our stage vibrant, sustain the artists who inspire us, and open doors for young people pursuing careers in the creative economy.

If you would like to explore your giving options, I would love to meet you for coffee, tea, or lunch, answer your questions, and hear what The UC Theatre means to you.

With heartfelt appreciation,

David M. Mayeri, Founder & CEO · david@theuctheatre.org · 415-819-5580

Gloria Tajtaj, Development Manager · gloria@theuctheatre.org · 510-356-4000 ext. 104

Information for Your Plans

Share these details with your attorney, financial advisor, or estate-planning service when arranging your gift.

Legal Name: Berkeley Music Group
Doing business as: The UC Theatre
Tax ID: 46-1517597
Office and mailing address: 2030 University Ave., Berkeley, CA 94704