Bill and Barbara Berrier Giving Fund
The Berriers transferred the assets from their donor advised fund at Fidelity to CCF. Bill and Barbara established a scholarship fund at the Foundation in Bill’s honor in 2001 when he retired as superintendent from the San Dieguito Union High School District. Bill also served as a board member and President of CCF. Barbara has been involved with Hand to Hand, the women’s giving circle at the Foundation.
“Due to our long-time involvement with the Foundation’s board and staff it was an easy choice to move our donor advised fund to CCF,” states Bill. Their philanthropy will continue to make a difference through their grants to their favorite nonprofit organizations.
The KL Calkins Family Fund
Ken and Lynne started their donor advised fund with a gift of appreciated securities. The Calkins have been involved with Coastal Community Foundation for may years, establishing two memorial funds for family members. Lynne is one of the founding donors of Hand to Hand, the women’s giving circle at CCF.
With the changes in tax law, the Calkins decided to bunch several years of donations into one gift to their donor advised fund. The Calkins stated, “Now we are able to easily make grants from our fund, over multiple years, whenever and wherever we so desire.”
Junior Cares (Mark Girard Jr. Memorial Fund)
In 2014, at age 27, Mark Jr.’s life was tragically ended as a victim of a violent crime. As our family struggles with the loss of Jr., we felt the need to continue his work as a conservationist. He grew up in Carlsbad / Encinitas and was passionate about the outdoors in his personal and professional life. Mark Jr. would donate money and volunteer with nonprofits that promoted conservation, preservation, restoration and education. Through Jr. Cares, Tyler, Elijah and Kathryn (his closest friends) will help the Girard family select charities that honor his outdoor stewardship and continue his focus for donations.