The campaign Foundations for Learning

tell a story of many contributors.

The fundamental emphasis of this campaign, and the reason for all that we do, was our children.  Your gifts enabled us to build on our strengths. As with any major gift effort, we encouraged donors to talk with family members and a financial advisor about the ways of giving that offered the most benefit. Many made pledges and paid these over three years with cash or appreciated securities; one alumnus and one alumna left CRS generous bequests in their wills.  

As you look to the future, here are some ways of giving to Charles River School:

Please be in touch with the Development Office if you have ideas about giving so we may discuss how your thoughts fit in with the Board of Trustees' Gift Acceptance Policy. Call (508) 785-8215 and speak with Linda Fenton, Director of Development.  

Cash Gifts are                                                                                                                   

• tax deductible if the donor itemizes deductions in the year a payment is made                           
• deductible in any one year up to 50% of adjusted gross income                                              
• deductible over five years if they exceed the 50% rule

Pledges in a campaign

• are usually payable over a three-year period  

Matching Gifts

• increase the value of your gift. Many employers match the amount you give to 
  Charles River School 

Stocks and Securities

• offer significant tax savings
• credited at the mean fair market value the day the appreciated security was gifted
• allow the donor to avoid capital gains tax on appreciated portion of the donated security
• transferred through a broker

Tangible Personal Property

• deductible at the fair market value with independent appraisal  
• all gifts subject to review by Gift Acceptance Committee — please contact the 
  Development Office  

Real Estate

• avoid capital gains tax
• all gifts subject to review by Gift Acceptance Committee — please contact the 
  Development Office  

Deferred Gifts 

During the 2000-2004 campaign, to provide the necessary new and improved learning and teaching spaces and guarantee that we could continue to staff our school with the most qualified faculty, we primarily sought 
gifts that would be available in the near future (3-year pledges/commitments were the norm). 

However, deferred or planned gifts will help secure our future.  You or your family may want 
to make a generous gift to CRS but retain the right to the income from an asset for a specific 
period of time.  There are ways to provide the donor with maximum income and tax advantages 
for years to come, and we welcome the opportunity to discuss the options with you.

Examples of such gift vehicles are charitable remainder trusts, pooled income funds, charitable lead 
trusts, and life insurance policies. 

Gift Acceptance
Charles River School reserves the right to decline to accept any gift.