Bernal Dever Legacy Society

CONSIDERING A LEGACY GIFT?

We are happy to visit with you about opportunities to create a legacy gift to make a difference for students in SAISD. We can work with you to establish an endowment or we can refer you to one of our planned giving experts to choose the legacy gift that is right for you. Additionally, we can share opportunities to name the SAISD Foundation as a beneficiary of an existing account.

Already naming the SAISD Foundation as a beneficiary or partial beneficiary of an annuity, 401 B, 401 K, Roth IRA, IRA, TRS or life insurance policy? Make sure you use our legal name:  San Antonio Foundation for Excellence in Education, Inc. and Tax ID number 74-2861587 on your paperwork and download the Bernal Dever Legacy Society Membership Form here and let us know.

Are you a TRS member? Look for additional information below.

Leaving a Lasting Legacy

The Bernal Dever Legacy Society was created to honor all persons who choose to make a legacy gift by initiating an endowment or naming the SAISD Foundation in their will or as a beneficiary of a savings account, IRA, TRS account, pension account, or any other form of planned gift. The Legacy Society is named for the first estate gift willed to the SAISD Foundation by long-time SAISD administrator Douglas J. Dever to benefit Crockett Elementary School and the first endowed gifted to the SAISD Foundation by Joe Bernal esteemed educator, administrator and former State Senator to benefit Lanier High School.  Both gifts we made in 2011.

Many legacy gifts are designed as endowments. These are gifts in perpetuity which means the annual contribution to the school or program is made off of the interest of the original gift. With gifts distributed in this way, with the principal of the gift never being touched, the gift impacts students in SAISD forever. These gift can be made from a donors current assets or gifted as a part of an estate gift from future assets.

If you are considering a legacy gift, please contact Judy Geelhoed at (210) 554-2235 or by email at jgeelhoed@saisdfoundation.com to discuss this unique opportunity. Legacy gifts can be made to benefit all students or students in a particular school or program. Gifts for scholarships or programs are both possible.

Are you an SAISD Employee considering making the SAISD Foundation a beneficiary of your TRS or whole life insurance? In doing so, you are also considered you a part of the Bernal Dever Legacy Society. Looking for the paperwork? Click here to download TRS beneficiary paperwork or talk to your financial advisor about your intentions. We are happy to visit and walk you through the process, or SAISD HR Benefits staff can help you as well.

Joining the Bernal Dever Legacy Society is simple and sends important encouragement to others. Thank you for considering a legacy gift to the SAISD Foundation.

BERNAL DEVER LEGACY SOCIETY MEMBERS

Joe Bernal, Lanier HS Alumnus

Douglas Dever, Former SAISD Employee, Deceased

Judy Geelhoed, SAISD Foundation Founding Executive Director

Dolores Greiner, Friend of SAISD Foundation, Former Educator

Carol Lee Jones, Brackenridge HS Alumnus, Deceased

Armando Lopez, Jr. and Ana Campos de Lopez, Lanier HS Alumnus (Armando)

BERNAL – DEVER LEGACY SOCIETY ENDOWMENTS

Joe Bernal – The Lanier Endowment Fund

The Lanier Endowment was gifted to the SAISD Foundation in 2011. This gift was the result of years of fundraising efforts by Joe Bernal and Friends through an annual golf tournament and other means. The interest on the principal of this fund is used each year to support students at Lanier High School, Joe’s alma mater with needed resources beyond what the school district can provide. Student needs are determined each year by the Campus Leadership Team and approved by the SAISD Foundation with input from identified, active Lanier alumni. Past gifts have included lap tops and college support for top graduating seniors, cheer and athletic uniforms and accessories, travel for students to out of region events, a poet in residence and much more. This endowment is managed by the SAISD Foundation (San Antonio Foundation for Excellence in Education, Inc.). Lanier alumni are currently raising funds to increase this endowment in order to make a larger impact on the students at Lanier each year. You can be a part of it by clicking her to GIVE NOW and indicate Bernal Lanier Endowment in the Notes or mail a check as indicated on the Give Now page. The Bernal Lanier Endowment of the SAISD Foundation can also be named in planned gifts.

Francis G. Greiner, MD Memorial Endowed Scholarship Fund

Dolores Greiner created this endowed scholarship fund to support two annual scholarships for students in SAISD schools who are pursing high education with plans for a future career in health care, STEM or education. These scholarships were set up in memory of her son Francis G. Greiner, MD.  This endowment is managed by the SAISD Foundation (San Antonio Foundation for Excellence in Education, Inc.).

Douglas J. Dever

BERNAL DEVER LEGACY SOCIETY ESTATE & PLANNED GIFTS

The Estate of Douglas J. Dever

Douglas J. Dever was born in San Antonio, Texas, on May 3, 1942, to Douglas and Elsie Dever. A product of SAISD, Dever graduated from Brackenridge High School. He received his BBA from St. Mary’s University, and an M.Ed. from Southwest Texas State University. Mr. Dever was a former teacher and administrator at Crockett Elementary School. His generous gift established in 2011 supports students at Crockett Elementary with a gift to the school each year. This estate gift is managed by the SAISD Foundation (San Antonio Foundation for Excellence in Education, Inc.).

Carol Lee Jones Educational & Cultural Fund

of the San Antonio Area Foundation (Estate Gift)

Ms. Jones was an alumna of Brackenridge High School. Her perpetual gift (any annual gift that will last forever) benefits students at Brackenridge High School each year by helping students to stay in school through the credit recovery program and student programming aimed at increasing student success. This fund is managed by the San Antonio Area Foundation with the SAISD Foundation as the beneficiary.

Douglas J. Dever