Ways of Giving

Paths for Contributions

  • Cash Contributions -  A gift of cash, check, or credit card remains the simplest way to contribute to Westchester. It can be put to work for the School right away and, depending on an individual’s financial circumstances, can provide tax benefits to the donor. You may make a secure gift using Visa, MasterCard or American Express. Click here to make a gift now!

  • Matching Gifts - Many gifts to Westchester are doubled or even tripled because corporations and foundations match gifts to education made by their employees, retirees and directors. Westchester credits the individual donor for the total gift. Donors should inquire whether their employer has a matching gift program, and if so, obtain the proper forms to forward to the Development Office at Westchester.

  • Recurring Gifts - Recurring gifts are an easy way to make a big impact that works for your budget and schedule. Visit our online giving form to make your gift. Signing up for a recurring gift is a great way to help Westchester by providing steady, reliable funding for students and faculty through a monthly, quarterly or recurring annual gift to the School.

  • Donor Advised Fund - Westchester welcomes donors to recommend grants from their Donor Advised Funds “DAF.” A donor advised fund is a charitable giving program that allows you to combine the most favorable tax benefits with the flexibility to support your favorite causes. If you have a donor advised fund, please consider recommending a grant to Westchester today.

  • Gifts of appreciated securities - Securities' gifts offer significant tax advantages to the donor and are very easy to arrange. Stock gifts can be sent to Westchester via DTC or by original stock certificates. Credit is given and a tax deduction is allowable for the value of the mean of the high and low prices of the stock on the day of transfer of the securities to Westchester, provided the stock has been held more than twelve months. Please contact (or ask your broker to contact) the Development Office at 336.822.4021 for instructions on making the transfer.

  • Gifts-in-Kind - A gift-in-kind is a donation of tangible personal property other than securities. These gifts-in-kind may include fine art, jewelry, antiques, furniture, stamps, coins, books, musical instruments or equipment. The donor’s deduction for a gift of tangible property depends on whether the use of the property is related to Westchester’s tax-exempt purpose or is unrelated.

Planned Gifts — Leave A Legacy Society

Donors help secure the long-term financial health of Westchester through gifts that come in the future or over a period of years. There are many kinds of planned gifts (all of which offer significant tax benefits to the donor), including the following:

  • Bequests - Reduce inheritance taxes by designating in your will specific gifts of cash, property, or a percentage of the remainder of your estate.

Sample Bequest Language:

“I (name) of (city, state, zip), give, devise, and bequeath to Westchester Country Day School
• (the sum of $_____)
• (___ percent of my estate)
• (description of property)
• (the rest, residue, and remainder of my estate)

for its unrestricted use and purpose.”

  • Lead Trusts - Assets can stay in the family while your gift reduces estate taxes and supports Westchester.

  • Life Income Gifts - Gifts of appreciated property can generate income for you with positive tax benefits. Examples include gift annuities, and charitable remainder trusts.

  • Life Insurance Designate Westchester as a beneficiary of a paid-up policy or a new policy, help ensure the school’s future, and get a tax deduction.

  • Retained Life Estate - You retain occupancy of your property for life, but give your primary or vacation home or farm to Westchester for her future benefit.

  • Retirement Plan - Name Westchester as a beneficiary of your IRA, 401(k) or other qualified plan and avoid the double taxation your retirement savings would face if you designate them to your heirs. Your plan administrator can provide you with the necessary documents to designate Westchester to receive a portion or all of your plan.

  • IRA Charitable Rollovers - On December 18, 2015, the IRA Charitable Rollover was passed by Congress and signed into permanent law by the President, allowing taxpayers age 70 ½ or older to transfer up to $100,000 annually from their IRA accounts directly to a qualifying charity without first having to recognize the distribution as income. You can make your mandatory distribution into a wonderful gift for Westchester.
    > Click here for more information.

If you have questions or comments about giving to Westchester, we encourage you to contact Kate Moser at 336.822.4021.