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Ways to Give

You can make a gift to Charles River School with many kinds of assets and in varied forms; every gift makes a difference. Gifts are reported in the Annual Giving Report, where you can choose to be thanked by name or be listed anonymously.

Please consult your financial advisor for specific tax guidance.

Pledges

Pledges are a written statement of a gift intention signed by the donor. For a capital campaign, pledges are paid over time (often over three years) to enable a donor to make a larger contribution than would be possible in just one year.

Monetary Donation

The simplest way to give to Charles River School is to make an outright donation, which is fully deductible for federal income tax purposes to the extent provided by the law. We accept cash, checks, (made payable to Charles River School) and MasterCard and VISA.

Gifts of Appreciated Securities

Gifting in the form of stocks, bonds or mutual funds offers significant tax advantages, as you can take a deduction for the full fair market value of the stock.

  • 1. Contact the CRS Development office at 508-785-8215 with the number of shares and the name of the stock you plan to transfer.
  • 2. Contact your broker and request that the stock be electronically transferred to the CRS account.
    • DTC # 0221
    • Account number: Y9 48089-37
    • Account name: Charles River School
    • Contact: Anthony Schweizer, UBS Financial Services 617-247-6075
    • CRS Tax ID: 04-2103974

Matching Gifts

If your employer has a matching donation program, please include CRS in your giving. You might double or even triple the value of your gift to CRS.

Other Ways of Giving

IRA Charitable RolloverIf you are 70 1/2 or older, you have until 12/31/12 to make a tax-free gift directly from your IRA to Charles River School.  You may wish to take advantage of this opportunity to support the school; this vehicle for giving might expire at the end of 2012.  For more information, contact Linda Fenton, Director of Development at 508-785-8215.

Gifts of tangible personal property, life insurance, real estate and retirement plans support CRS, as do gifts by way of trusts, bequests and/or deferred gifts. We strongly urge you to consult your personal financial advisor for specific financial or tax guidance. For information on the Richard K. Thorndike ’23 Legacy Society and planned giving, please see our Planned Giving Booklet (PDF) or contact Linda Fenton in the Development Office at 508-785-8215 or Lfenton@charlesriverschool.org

Give securely now!