My Prep

The Prep Campaign

Every year, The Prep Campaign supports strategic plan initiatives approved by the Board of Trustees and Head of School. Unique to Charlotte Prep, our Trustees have made a conscious commitment to not seek financial support to fund annual operating costs, such as electricity, water, internet, waste removal, etc. This gives Charlotte Prep the opportunity to solicit unrestricted financial support for facilities upgrades and enhancements that will enrich the lives of our students today and in the future.

The Prep Campaign is a core value of Charlotte Prep and is a principal component of a positive, healthy organization. By honoring the virtuous circle of relationships, our culture embraces the school's mission and strategic visions, and with shared, stated values, we are committed to building donor cultivation and loyalty. 

Charlotte Preparatory School's fiscal year begins on July 1 and ends on June 30 each year. Pledges are accepted throughout the year, with payments due by June 30. Gifts are credited to the fiscal year in which they are received. For more information, contact the Development Office. Charlotte Preparatory School is a 501© (3) organization. All gifts to the school are tax-deductible to the extent provided by law.

Ways To Give

 

Online Giving

Our secure Online Giving is the fastest and easiest way to make your gift to Charlotte Prep. You will receive an immediate confirmation once your credit card information has been submitted and confirmed. 

Check

Please make your check payable to The Prep Campaign and mail to:
Charlotte Preparatory School
Attn: Development Office
212 Boyce Road
Charlotte, NC 28211
 

FACTS

Campaign contributions can be made through your FACTS account. Simply complete the form below and your account will be billed accordingly.
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Visa, MasterCard, and Discover may also be used for making your contribution to Charlotte Prep via our online giving portal, RenWeb Donate Online, or email the Development Office. Your gift will be credited on the day your card is charged.
 

Charlotte Prep donors are discovering the ease and added benefits of giving gifts of appreciated securities. Often, giving a gift of securities will create tax savings for the donor. Gifts of appreciated securities held longer than one year are exempt from capital gains taxes and entitle the donor to a tax deduction equal to the fair market value of the securities at the time of transfer.

A wire transfer is the easiest way to make a gift of securities.
 
To make a gift of eligible securities using Charlotte Prep's broker, please follow these instructions:
  • Foward your broker a letter of instruction, including the specific name and number of the securities you are giving, requesting that the securities be transferred via DTC to:
           W. Wells Van Pelt
           Stifel, Nicolaus & Company, Inc.
           6100 Fairview Road, Suite 100 
           Charlotte, NC 28210
           Phone: (704) 554-6039
           Email: vanpeltw@stifel.com
           Our Account #:  44683118  
           DTC#: 0793
  • Email a copy of your letter of instruction to Liz Goldstein,  Director of Finance and Operations(lgoldstein@charlotteprep.org)

Please contact our Development Office for additional details.

Increase your gift and your impact to Charlotte Prep by doubling or even tripling the amount of your gift! Many businesses match the personal gifts to educational institutions that are made by employees, retirees, and family members. Contact your human resources representative for official guidelines (Guidelines vary by company).

To see a list of companies with gift programs, click here.

Please mail your gift and matching gift form to the Development Office at Charlotte Prep, 212 Boyce Road, Charlotte, NC 28112.

Charlotte Prep is happy to receive gifts in memory or in honor of alumni, students, parents, and other friends of the School. When these gifts are received, the Development Office notifies all parties and gift recognition is identified in our Annual Report. 

Charlotte Prep is happy to work with you on planned gifts. These are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your death. The simplest planned gift is a Bequest through your will.
 
Fill out the Bequest Notification Form or the Beneficiary form and return it to Charlotte Prep, or contact our Development Office. Please be sure to discuss any gifts with you tax advisor.

Charlotte Prep is happy to work with you on gifts of Real Estate, which may be contributed outright or may be used to establish a life income gift for Charlotte Prep’s ultimate benefit. Such gifts must be reviewed and approved by Charlotte Prep’s Gift Acceptance Committee in accordance with our Gift Acceptance Policy. This policy serves to protect Charlotte Prep’s tax-exempt status, assure that gifts are consistent with the mission of the School, and guarantee that all donors are treated ethically and equitably. For more information, please contact our Development Office.

A gift of capital assets (art objects, rare books, equipment, musical instruments, antiques, etc.) may be given to Charlotte Prep for its educational purposes or for sale, or may be sold by the donor for the immediate benefit of the School. All Gift-in-Kind items are to be presented to our director of development for approval through the Gift Acceptance committee in accordance with our Gift Acceptance Policy.

Let's Play It Forward!

A playground is a child’s place of adventure and fun. The latest educational research shows
that a romp around a playground boosts the
development of a child’s brain and accelerates learning.
 
That is why our 2016-2017 campaign focus is all about asking families and our community supporters to swing into action by helping us raise enough to transform our Lower School and Middle School playground and outdoor area. See the concept of the new space below:
 

 

Giving Levels

$5,000 and Above  Legacy Society
$2,000 - $4,999       Head of School's Circle
$500 - $1,999           Prep Partners
$250 - $499              Pillars Society
Up to $249               Tiger Club