The Campaign for Undergraduate Scholarships

Ifwewanttocontinueto…• maintainaccesstoaworld-classpubliceducation

• attractthebestandbrightest

• remainagatewaytoopportunity

…wemustincreasescholarshipsupportforourundergraduates.

Berkeleyistheopportunityofalifetimeforremarkablestudents.

Maintainingaccesstoworld-classpubliceducationBerkeley is committed to maintaining its unique distinction of public

access to world-class undergraduate education for all high-achieving

students. For the greater part of the University’s history, undergraduate

fees were affordable for most California students and their families. But

in recent years, the paradigm has dramatically shifted.

• For most low- and middle-income students, the prospect of

affording a Cal education has become daunting. State support

and scholarship funding have not kept pace with increased education costs

or California’s extremely high living expenses, resulting in rapidly escalating

tuition and fees.

• Berkeley serves more students experiencing financial hardship

than all of the Ivy League universities combined, yet these schools

have far more scholarship funding to offer students, and the amount of aid

they provide is increasing dramatically.

• About one-third of Berkeley’s 24,000 undergraduates come from families

making less than $45,000 per year, yet Berkeley only has enough

privately funded scholarships to help support about 2,500 of

these meritorious students.

New investments in undergraduate scholarships can help change this

dynamic by increasing the amount of support available to undergraduates,

allowing the University to provide more talented students from all

backgrounds with larger scholarships and enabling them to graduate

with less debt.

“Increasing the amount of scholarships for low- and middle-income students is one of the best investments we can make in our country’s future, and it is my top priority at Berkeley.

— Chancellor Robert J. Birgeneau

“

Though the total cost to attend Berkeley seems low at $25,000, compared with $45,000

at academically comparable private universities, Berkeley is not able to provide its

undergraduates with financial packages that are competitive with those of

private universities. And the gulf is widening as the cost of higher education climbs.

Many of our peer universities, such as Harvard, have begun using their vast endowments

to extend financial aid to academically distinguished students from middle-income families

— even including those with incomes of up to $180,000 — frequently making these

elite privates less expensive to attend than Berkeley. Their laudable efforts pose a difficult

question: What can be done to keep public universities affordable for low- and

middle-income families?

A stronger public-private partnership must be created to ensure that Berkeley’s doors will

remain open to the broadest spectrum of talented students today and in the future.

“ “

Scholarships gave me added confidence because they were a step toward financial independence. I could focus on my research without economic pressure to find employment outside my field.

— Leslie Sheu ’08Molecular and Cell Biology

Winner of the University Medal, the campus’s premier undergraduate honor

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PrincetonYaleHarvardStanford*Berkeley

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Serving more low-income

students than private peers

Numberof2006-07PellGrantstudents

Recognizingthatonlythrough increased

private support can Berkeley’s public mission be upheld, the

University has set the unprecedented goal of raising

$300 million for the Berkeley Undergraduate Scholarships

endowment as a cornerstone of The Campaign for Berkeley.

This influx of new funding will enable Berkeley to significantly

increase the size of its endowment, thereby doubling the

amount of scholarships it can offer.

Source: F AO analyses Prepared by: R Feldman 9/12/08

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current$8,200

What will undergraduates be expected to pay?

Nearlyeveryscholarshipstudent

mustpayatleast$8,200throughwork

orloanseveryyear.By2016,students’

workandloanburdensareexpected

tomorethandouble,climbingtomore

than$16,000peryear.

“The scholarships and awards I received sent me a message I hadn’t received before: I was worth educating. I would not

have been able to achieve the degree of success I did at Cal if I had to worry about both

academics and money.

— Sam Pittman ’08 Interdisciplinary Studies Field

“

“Donor support is critical to our ability to maintain the unique character of

Berkeley by attracting and retaining young people who represent a cross

section of California. As educational costs escalate,

this investment is more vital than ever.

— Harry Le Grande, Vice Chancellor

for Student Affairs

“

Entering freshmen in top 10 percent of high school class____________________98% Berkeley 97% MIT95% Harvard89% Stanford

Berkeley received more than 60,000 applications for about 8,000 freshmen and transfer spots in 2008-09. The average weighted grade-point average for freshmen was 4.26, and 3.67 for transfer students.

AttractingthebestandthebrightestBerkeley’s academic preeminence has

distinguished the University throughout the country

and the world. It has become renowned for providing

an exceptional research and teaching environment

that fosters extraordinary intellect, and offers

a tremendous breadth of excellence in

countless disciplines.

Even as it strives to produce groundbreaking

research that is reshaping the world, the University

has not lost sight of its core mission: teaching and

educating superb undergraduates. One of the

country’s most selective universities, Cal admits

about a quarter of all applicants, and 98

percent of incoming freshmen graduated in the

top 10 percent of their high school class.

At Cal, students become a part of an

unparalleled legacy of public service.

Berkeley has produced more than 3,000 Peace

Corps volunteers, more than any other college in

the nation. And each year, more than 4,000 of our

students take part in volunteer activities that help

to improve lives and strengthen communities both

locally and across the nation.

“Being raised on my mom’s salary as a teacher, I’ve always

known that I would have to earn a significant scholarship to pursue a college education.

My scholarship provides the financial assistance that I need, and the opportunity to develop leadership skills by securing an

education at one of the best universities in the country.

— Geoffrey Mitchell ’10 Conservation Resource Studies

“

RemainingagatewaytoopportunityScholarships — the only means by which many can afford to come

to Berkeley — offer unique occasions to reach out to top-notch

students, allowing us to invest in their future and, by extension, the

magnitude of their future contributions to their communities and

California, as well as the nation and the world.

Many of our students are the first in their family to graduate

from college, and they may come from families that are experiencing

dire economic circumstances. About one-third of the University’s

undergraduates, for example, come from households with annual incomes

of under $45,000. Of these, many have extreme need, with about 4,000

students coming from families that make less than $20,000 a year.

For the students fortunate enough to receive aid, scholarships are the financial

equivalent of a set of keys, turning the dream of a Cal education into the

possibility of a brighter future. Their scholarships allow them to take part

in new, unforeseen experiences and blossom as they become immersed in

an exceptional living and learning environment and gain access to

the kinds of opportunities that can lead to transformation.

Who are Cal’s undergraduates?

91% are from California

87% are from public high schools or California community colleges

73% receive some type of financial aid

66% have at least one parent born outside the United States

32% come from families in which neither parent has a four-year

college degree

“I am grateful for scholarships, which have allowed low-income students like me to experience these

educational opportunities. Not having to worry about economic problems allows me more time

to study and to be involved.

— Lizette Avila ’11 Political Science

“

YourgifttosupportBerkeleyUndergraduateScholarships

can make a tangible difference, for each scholarship helps make the

dream of a Berkeley education possible. Your support for just a

single deserving student can make an impact that extends for generations.

Accesstoasuperioreducation that is financially within reach —

supported by a community that helps students realize their full

potential — is a hallmark of the Berkeley experience. Today,

preserving that fundamental mission has never been more

challenging or more important to the future of our young

people and to our society.

Please consider making a gift today. For more

information about supporting undergraduate scholarships, please

contact the development officer of the individual school

or college of your choice, or contact:

Executive Director of Development

Division of Student Affairs

2440 Bancroft Way, Suite 203

Berkeley, CA 94720-1530

510.643.5810

calstudents@berkeley.edu

T h e C a m p a i g n f o r B e r k e l e y

u n i v e r s i t y o f c a l i f o r n i a , b e r k e l e y

T h e C a m p a i g n f o r B e r k e l e y

u n i v e r s i t y o f c a l i f o r n i a , b e r k e l e y c a m p a i g n . b e r k e l e y. e d u

Support for Berkeley Undergraduate Scholarships helps ensure that every young person in California has equal access to the excellence of a Berkeley education. The Campaign for Berkeley seeks to raise at least $300 million for the Berkeley Undergraduate Scholarships endowment, thereby more than doubling the amount of need-based scholarships the campus can currently offer.

Sustained by the legacy of benefactors’ funds, some established nearly a century ago, endowed scholarships continue to make a tangible difference for low- and middle-income students by reducing

the amount of money they otherwise would need to borrow. Following in this tradition, your gift to expand the Berkeley Undergraduate Scholarship Fund will help keep Berkeley’s gates open to young people who will be the leaders of tomorrow, without regard to their resources today.

Endowment gifts of $50,000 or more directed to this fund will allow the University to match our academically gifted students with your preferences — thus ensuring that the greatest range of students will be considered to meet the guidelines for each individual scholarship — and will provide critical financial resources to students representing all undergraduate colleges and departments across campus.

By contributing to The Campaign for Berkeley through the establishment of a new scholarship endowment — the principal of which is held in perpetuity and invested to provide a steady stream of income — your gift will benefit extraordinary Cal students for generations to come.

Endowed Giving Opportunities

Gifts under $50,000 The Berkeley Undergraduate Scholarship Fund

Gifts below $50,000 will be invested in a pooled endowment fund for undergraduate scholarships for high-achieving students. Your gift, combined with those of other generous donors, will allow the Berkeley Undergraduate Scholarship Fund to provide indispensable funding to students with demonstrated financial need throughout the undergraduate community for years to come.

$50,000+ Named Scholarship Award: Partial Support

With a $50,000 minimum scholarship gift, a named endowment will be established in your honor or in honor of your designee, providing partial annual scholarship support for the education of one or more high-achieving undergraduate students with demonstrated financial need. For all gifts at $50,000 and above, donors may establish specific criteria governing their funds.

$250,000+ Named Scholarship: Full Support

With a gift of $250,000 or more to establish a named full scholarship endowment, Berkeley will be able to provide life-changing resources to one or more academically distinguished undergraduate students with demonstrated financial need, by providing funding fully commensurate with scholarship need.

ThE CampaiGn For BErkElEY

Berkeley Undergraduate Scholarships U n i v E r S i T Y o F C a l i F o r n i a , B E r k E l E Y

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$1,000,000 Named Scholarship: A Student in Each Class Year

Your gift of $1million or more to establish a named endowment through the Berkeley Undergraduate Scholarship Fund will ensure your recognition as a Builder of Berkeley, the University’s most distinguished circle of supporters. Your gift at this level can provide full annual scholarship funding, for example, to a student in each of the four class years (freshman, sophomore, junior, senior), selected from our community of students who have demonstrated both academic distinction and financial need.

$1,000,000+

We are prepared to discuss with you the innovative ways in which gifts above $1 million can make transformational differences on an even greater scale for Cal students who show great academic achievement and demonstrated financial need.

Gift RecognitionThe legacy of endowment gifts at $50,000 and above will be recognized by invitations to participate in a variety of activities designed to bring you into contact with the student beneficiaries of your philanthropy, as well as with Berkeley’s leaders on and off campus. Donors at $50,000 and above will also receive annual reports on the students receiving your assistance, as well as reports on the financial performance of your endowed fund or funds.

Gifts that Make an Impact TodayWhile we are planning for the future through this unprecedented $300 million endowment campaign, we are seeing urgent — and increasing — financial need among the student body today due to rising costs and challenged family circumstances. Critical scholarship support for our undergraduates may also be provided through gifts at any level to be used immediately, and we would be pleased to discuss potential options with you.

Multiple Pathways to Support Student Accessmany donors choose to support undergraduate students through estate plans, which can provide tax benefits to you and your heirs. Gifts may also be made as multi-year pledges, through securities, or matched by your employer. please let us know how we can help you with your planning.

For more information on how you can help change students’ lives, including department-specific scholarships and programs that target select groups of students, please contact the development office of the school or college of your choice or contact:

maryellen himell Executive Director of Development The Division of Student affairs 2440 Bancroft Way, Suite 203 Berkeley, Ca 94720-1530 510.643.5810 calstudents@berkeley.edu

ThE CampaiGn For BErkElEY

Berkeley Undergraduate Scholarships U n i v E r S i T Y o F C a l i F o r n i a , B E r k E l E Y

T h e C a m p a i g n f o r B e r k e l e y

u n i v e r s i t y o f c a l i f o r n i a , b e r k e l e y