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 Country Day at the same time.

What is planned giving?

Planned giving includes a variety of philanthropic strategies that help you provide for Charlotte Country Day School while also advancing your own financial and personal objectives. Making a planned gift is a special way to support the school 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 Country Day in your will or estate plans.

The Oak Society logo

The Oak Society

In 1982, Country Day established The Oak Society to recognize those who include the school in their wills or estate plans. Their gift is an important way to help ensure the future strength of our school and enable them to have an impact on Country Day beyond their lifetimes. We appreciate their foresight and extraordinary generosity.

Membership in The Oak Society is granted in one or more of the following ways:

Planned Giving

Country Day has been such an important part of my life. Including Country Day in my estate plans through a gift of life insurance was a logical and prudent way for me to give back to a place that has impacted my family and me in so many positive ways.

Richard Worrell '91


If you would like more information about planned giving at Country Day, please contact:
Katharine Atkins, Director of Development
(704) 943-4545 | E-mail