You’ll hear it frequently, but it’s true. More does indeed happen here. How?
Would you like to make a pledge instead? Email Jennifer Burtch at firstname.lastname@example.org to fill out a form.
North Cross School's Tax ID number is 54-0699572 and its Tax Exemption Number is SE540699572F02052020.
Including North Cross in your estate planning not only helps the school succeed in its mission, but it is also a great way to lessen your tax burden. Simply put, would you rather your hard-earned money go to a government entity or to a child who craves a creative and challenging educational experience? For more information, visit our Planned Giving page or contact our Director of Development, Joanna Coleman, for more information and illustrated scenarios.
North cross school foundation
Each year, the North Cross School Foundation provides roughly $400,000 in scholarships and financial aid to area students who otherwise would not be able to afford tuition. Recently, the school was approved to participate in the Virginia Education Improvement Scholarship Tax Credit Program which allows donors who participate to receive a 65 percent state tax credit in addition to deductions they already take. Individuals are able to give up to $125,000 and receive this tax benefit, while a corporation’s qualifying donation has no limit. Any individual, or any business, with tax liabilities in the Commonwealth of Virginia can participate. Consult your tax advisor to determine your specific tax savings. Contact Joanna Coleman for more information.
Securities such as stocks and bonds can be used to make charitable gifts to North Cross. You are entitled to a charitable deduction (both income tax and estate or gift tax) equal to the mean trading value of the securities on the date of the gift. One of the principal benefits of a gift of securities is that any appreciation is exempt from capital gains taxes.
Transfer stocks by phone or email
Electronic transfer is the preferred and simplest method for stock transfer. First, notify Jennifer Burtch, Development Coordinator, in the Development Office, 540-989-6641, ext. 284 or email@example.com. If this is not done prior to a transaction, the identity of the donor may be in jeopardy and the gift may not be received into our account properly.
Second, have your broker call or email Jodie Wertz at the Roanoke office of Morgan Stanley Smith Barney 540-983-4907 or Jodie.Wertzfirstname.lastname@example.org) to advise her of the symbol or security description, approximate number and value of shares you intend to give, and if you want the gift to be for any special purpose.
Please note in the memo line what the donation is for, if you have the option when you make the gift, i.e. Annual Fund, Capital Campaign, etc.
North Cross School’s account number is 936-107507-046 and our “DTC” transfer number is 0015.
Transfer stocks by mail
Stock certificates may be sent via certified mail to either Morgan Stanley Wealth Management or North Cross School.
To send the certificates to Morgan Stanley Wealth Management:
To send stock certificates directly to North Cross School
other ways to give
To spread out your gift over a period of time, use the form on this page to make secure gifts to The North Cross Annual Fund and choose the Recurring Gift option. Continue the installments as long as you wish, or if you wish to stop them, simply email Jennifer Burtch.
Make your check payable to North Cross School, and send to:
North Cross School
4254 Colonial Avenue
Roanoke, VA 24018
Corporate matching gifts program
Corporate matching gifts provide a wonderful opportunity to double, sometimes even triple your contribution to North Cross School. Please contact your company’s personnel office for specific information about your employer’s matching gift program. It is necessary in all cases for the donor to secure the proper forms from the corporation and to submit them to School in order for us to receive the matching gift.
The Annual Fund supports the faculty and students through the School's operating budget. Should directed contributions exceed a fund's budgeted limit, the School's administration reserves the option to direct the use of such contributions to the area of greatest need.
Credit to Gift Societies and Clubs
Our fiscal year runs from July 1–June 30. To make sure your gifts to the Annual Fund are applied to the correct Giving Societies and Clubs (shown at the right), please make sure your gifts are given during this timeframe.
If you'd like to speak directly with our development team, please don't hesitate to reach out. Call 540-989-6641 ext. 284 or simply e-mail Jennifer Burtch.
Willis $10,000 to $24,999
Eaton $5,000 to $9,999
Ellis $2,500 to $4,999
Founders $1,944 to $2,499
Tom Slack $1,000 to $1,943
Patrons $500 to $999
Friendship $250 to $499
Red & White $100 to $249
Raiders up to $99
Club 44 Minimum of $4/month online giving installments
North Cross School is actively planning for the education of tomorrow’s students, and as part of that planning, is pleased to announce the creation of the Heritage Society honoring alumni, parents and friends who have made arrangements for planned gifts to the school. Our sincere appreciation is extended to the following Heritage Society members:
Mrs. Charles L. Crockett, Jr.
Mr. and Mrs. J. Rand Garrett III
Mr. and Mrs. David R. Lake
Mr. and Mrs. Bittle W. Porterfield, III
Mr. and Mrs. John S. Ross, Jr.