Charlotte Country Day School

Planned Giving

One of the most powerful and philanthropic tools available to Charlotte Country Day's supporters is planned giving. The benefits of planned giving include tax savings, increased income, and providing for heirs, but it also benefits CCDS at the same time.

What is planned giving?

Planned giving includes a variety of philanthropic strategies that help you provide for CCDS while also advancing your own financial and personal objectives. Making a planned gift is a special way to support CCDS because it allows you to donate assets, yet defer the time we actually receive them. The best gift plans improve the donor's financial and tax situation, often right away. Several planned giving options are available -- the simplest one is a bequest in your will. We strongly recommend you consult with your attorney or tax advisor as you research the most appropriate way to remember CCDS in your will or estate plans.

Donors who share their planned giving intentions become members of The Oak Society and are regularly listed in school publications and invited to special events at school.

View The Oak Society Member List.

The Oak Society

In 1982 CCDS established the Oak Society to recognize those who include the school in their estate plans. Members of the Oak Society make provision for CCDS in their wills and their gift is an important way to help ensure the future strength of our school. Membership is granted in one or more of the following ways:

For more information about making a planned gift to Charlotte Country Day, please e-mail the director of advancement.

"The Hamrick family has been involved with Charlotte Country Day School for many years. Members of our family started attending the school when there were only 300 students. We’ve enjoyed watching the school grow and develop over the years. Country Day is a very special and meaningful place to the entire Hamrick family."

-- Sarah G. Hamrick
P ’74, ‘77
GP ’99, ’04, ’09, ’09, ’10, ‘13