Ways to Give
We are grateful to those who support Country Day at every level. Your generous gifts help sustain Country Day and perpetuates its reputation as a national leader in education.
Types of Gifts
- Country Day Fund—our top annual giving priority
- Endowment Gifts—provide a sustainable long-term source of income for the school
- Capital Gifts—enhance student programs through investment in facilities and equipment
- Planned Giving—includes long-term estate planning
Ways to Make a Gift
There are a variety of ways to make a gift to Country Day.
A gift of appreciated securities (stocks, bonds, or mutual fund shares) that you have held for more than one year is frequently the most economical way to make a gift. You are eligible to take a federal income tax deduction equal to the fair market value of the security on the date of the gift for up to 30 percent of your adjusted gross income with a carry-over of any excess for up to five additional years. You will not have to recognize the appreciation as capital gain. Check with your financial advisor for more information.
Transfer securities in two ways:
- Your broker may electronically transfer ownership of the stock to Charlotte Country Day School’s account at Charles Schwab (see account information below).
Important: Please notify or have your broker notify Robin Furr, Gift Processing Specialist, at (704) 943-4538 when you have initiated an electronic transfer for donations of stock.
Please note: Stock transfers must be initiated by December 18 in order to allow time for processing by our December 31 tax year end.
Give your broker the following information:
Account Name: Charlotte Country Day School
Federal I.D. #: 56-0623935
Account Number: 41649251
Transfer To: Charles Schwab
DTC #: 0164
- Another option is to mail stock certificates, unendorsed, with a signed stock power (available from your financial services provider), in separate envelopes to:
Robin Furr, Gift Processing Specialist
Charlotte Country Day School
1440 Carmel Road
Charlotte, NC 28226
Gifts in-kind may include donated goods or professional services offered without compensation. Tangible personal property, such as art, antiques, musical instruments, or other items that can be used by Country Day for educational purposes are welcomed. Gift in-kind donors receive an income tax deduction notice for the market value of the property based on an independent appraisal.
“I have three children who are lifers, so we had 39 good years at Country Day. I never saw my children leave the house not wanting to get to school. And when you have that kind of experience, you're going to love the place. I am most grateful for my children's education and for the wonderful time they had here.”
parent of alumni, former chair of the Board of Trustees, and Country Day Loyal Society member who has given his philanthropic support to Country Day every year since 1979
If you have any questions or require assistance, please contact Robin Furr in our Advancement Office:
(704) 943-4538 | E-mail
Many employers sponsor matching gift programs and will match any charitable contributions made by their employees. Your gift to Country Day may be doubled or possibly tripled! Learn more about Matching Gifts.