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Investing in legacy: How a gift of stock is helping Berry students thrive

Kirk, Kate and Jennifer Jarrett

For Kirk Jarrett, generosity toward Berry College is more than philanthropy — it's a family tradition. His connection to Berry runs deep.

"My grandparents went to school there," Jarrett said. "My grandmother actually went to high school, and my grandfather worked for Miss Berry running the dairy farms and farming operations. My dad and his siblings even grew up on campus for a while. So Berry has always been a part of our family."

That legacy took on new life through Jarrett's daughter, Kate, who was among the first participants in Berry's Inclusive Postsecondary Education (IPSE) program — a groundbreaking initiative that provides young adults with intellectual disabilities opportunities to experience college life, gain work experience and grow in independence.

"Sometimes it's good to be first," Jarrett said with a smile. "It's been fun to be part of something that's growing, something that's important not only for us personally but for the Berry community as a whole. The IPSE program adds something special to Berry's culture."

Smart way to give

As a CPA and board member of several foundations, Jarrett is no stranger to financial strategy. When his family decided they wanted to give back to Berry, a gift of stock made perfect sense.

"I already knew how stock gifts worked — the mechanics and the benefits," he said. "For us, it was a way to make a meaningful gift while being tax efficient. It allowed us to give without dipping into our cash reserves, and it's a simple process. Berry makes it easy."

For alumni and friends who may not have the same financial background, Jarrett emphasized how straightforward the process really is. "You connect with your financial planner, connect with the team at Berry, sign your name a few times, and that's really it. It's not difficult at all."

Beyond the simplicity, giving stock instead of cash can be a smart financial move. "If you have investments with appreciated gains," Jarrett explained, "you can donate the stock directly rather than selling it and paying taxes on the gains," Jarrett explained. "It's a tax-efficient way to give, and it helps your contribution go further."

Building a legacy that lasts

For Jarrett and his family, supporting Berry's IPSE program wasn't just a one-time decision. In addition to their initial stock donation, they also established an endowment to help sustain the program for future students.

"Being able to endow something means it continues forever," Jarrett said. "It's a small gift now, but it will continue to grow over time. That's what's exciting — knowing we're helping to make something lasting."

That sense of legacy — both personal and institutional — lies at the heart of Jarrett's giving.

"It's nice to see something that's part of your family's history continue in a new way," he said. "For us, it's about giving back to the place that gave so much to generations before us and ensuring programs like IPSE have the support they need to keep growing."

Through his thoughtful giving, Jarrett shows how the right gift — in this case, the gift of stock — can create meaningful impact for Berry students today and for years to come.

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