Annual Fund

The Bentley Annual Fund is the school's top fundraising priority. Annual Fund gifts support Bentley's operating budget and help to bridge the gap between tuition revenue and the cost of school operations. The Annual Fund is essential to sustaining Bentley's program.

What to Expect:
  • All current parents are asked to contribute to the Annual Fund, as are grandparents, alumni, alumni parents, Board of Trustee members, faculty and staff, and friends of the School
  • Bentley School aims for 100% participation from all constituencies. Gifts of all amounts are appreciated and vital to the fiscal health of the School
Ways to Give to the Annual Fund:
Credit Card: Gifts may be made anytime on our secure online giving form;
Checks: Checks may be mailed to: The Bentley School, Advancement Office, 1000 Upper Happy Valley Road, Lafayette, CA 94549; 
Stock: You may instruct your stockbroker to electronically transfer stock, on Bentley’s behalf, to: 

First Republic Securities Company, LLC. 
Attention: Sam Schoner, Senior Managing Director 
Tel 415.262.4118 
Fax 415.262.4183 
111 Pine Street, 3rd Floor San Francisco, CA 94111 

Bentley Account Number 33L-035103 DTC #0443 Bentley’s Tax I.D. 94-1700304 

If you have questions, feel free to contact: Erin Jones, Director of Development at ejones@bentleyschool.net.

Thank you for your generous support!

Advancement Office

List of 7 members.

Annual Fund FAQ

List of 10 frequently asked questions.

  • Why do we ask parents to make a donation in addition to paying tuition?

    Bentley endeavors to keep tuition as affordable as possible for our families.  As a result, like other independent schools, Bentley relies on a combination of tuition, Annual Fund gifts, and other revenue streams to cover annual operating costs.  

    Current parents are the most significant donor group to Bentley and have the greatest opportunity and responsibility for contributing to their children’s education and the vitality of the School. The strength of the Annual Fund frequently is a defining characteristic of a learning community. Every gift, large or small, makes a difference in the life of the school.

    The Bentley Parents Association sponsors several fundraising activities for the school including the Gala, Team Bentley, the Amazon Program, end-of-year book sale, and other activities. 
  • What are the different Annual Fund giving levels?

    The giving levels which are used to categorize donations in the Annual Report are:

    The Margaret Bentley Society: $25,000+
    Phoenix Society: $15,000 - $24,999
    Bentley Benefactors:  $10,000 - $14,999
    1920 Founders’ Club: $5,000 - $9,999 
    Head of School's Circle:  $2,500 - $4,999  
    Blue and White Club:  $1,000 - $2,499    
    Bentley Friends:  Up to $999
  • How is Bentley funded as an independent school?

    Tuition provides the largest portion of the operating budget of the school. Other support is derived from tax-deductible contributions, such as gifts to the Annual Fund, special fundraising events, such as the Gala, facilities rental income, and earnings on investments and endowment.
  • Doesn’t tuition cover costs at Bentley?

    Not quite. Tuition covers most operating costs but the Annual Fund closes the gap between tuition and expenses. In order to provide the breadth of the full academic program for the students and faculty, parents, past-parents, alumni, corporations, friends, and foundations all support the school by their contributions to the Annual Fund. 
  • What does The Annual Fund provide for Bentley School?

    Annual Fund gifts supplement the school's annual operating budget and, according to school auditors, over 85 cents of each donated dollar support faculty compensation and financial aid combined. Additional enhancements provided in the past from the Annual Fund have included:
    • State of the art computers and specialized software
    • Physical education and athletic equipment
    • Library enhancements
    • Professional workshops and training sessions for faculty and staff
    • New and more advanced equipment for science classes
    • Support of performing arts programs
  • Are gifts to The Annual Fund considered tax-deductible contributions?

    Yes! Bentley is a 501(c)(3) non-profit charitable organization and contributions to the Annual Fund are tax-deductible. When you send your donation to the school, your gift will be acknowledged in a letter that should be kept for tax purposes.
  • What am I expected to contribute?

    Each Bentley family determines the amount they are able to contribute and each gift is important. When Bentley seeks funding from other sources, such as foundations and corporations, it is important to be able to illustrate the support of its parents and others by noting the percentage of individuals who contribute to Bentley. Consequently, we stress the importance of 100% parent participation to support the School’s efforts in providing a solid educational program for its students. All contributions are recognized each year in the Bentley Annual Report.
  • Does Bentley School accept matching gifts from companies?

    Many companies have matching programs for their employees and every year we are the grateful recipients of corporate matching gifts. Please contact the Advancement Office if your company offers a matching gift program. We are eager to increase our annual support by participating in as many matching gift opportunities as possible.
  • What are Capital gifts?

    Any building and enhancement projects on the Hiller and Lafayette campuses will require special funding to ensure completion. Capital gifts are made in addition to annual contributions to the Annual Fund and may be paid to the School as a multi-year pledge. 
  • May I make a gift of appreciated stock?

    Yes, stock gifts can be of great benefit to both the donor and the institution receiving the gift. You may be able to avoid capital gains tax by making a gift of appreciated stock. The best way to give a gift of stock to Bentley is by electronic transfer.

    Two steps to give stock to Bentley's Annual Fund

    1) Instruct your stockbroker to electronically transfer your stock to:
    First Republic Securities Company, LLC.
    Attention: Sam Schoner, Senior Managing Director
    Tel 415.262.4118
    Fax 415.262.4183
    111 Pine Street, 3rd Floor
    San Francisco, CA 94111
    Bentley Account Number 33L-035103
    DTC #0443
    Bentley’s Tax I.D. 94-1700304

    2) Notify the Bentley School Advancement Office of the stock transfer:
    Contact Matt Rasmussen, at 925.283.2101, ext. 3283, with the following information about your stock transfer:

    - Number of shares
    - Name of Company
    - Date of Transfer
    - Your stockbroker's name and phone number
    - Designation of your gift (Annual Fund or other)

The Bentley Story

Founded in 1920, Bentley School has fostered an environment that challenges the mind, striving to bring out the best in every one of its students. Bentley School is committed to academic excellence as well as the development of character and spirit in each of its students. (Read more in the Head of School's Message.)

Where We Are

K-8 Campus
1 Hiller Drive
Oakland, CA 94618
(510) 843-2512
9-12 Campus
1000 Upper Happy Valley Road
Lafayette, CA 94549
(925) 283-2101

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