North Cross School
  • WHO WE ARE
    • Vision & Values
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    • Building Character
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    • Leadership Team
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      • Ninth through Twelfth Grades >
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    • CrossWalk for Learning Differences >
      • Meet Our Faculty
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    • ATHLETICS >
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    • Log in to FACTS
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  • ADMISSIONS
    • What is an independent school?
    • Inquire & Tour
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  • GIVING
    • Make a Gift to North Cross
    • Annual Fund
    • Foundation Tax Credits Program
    • Planned Giving
    • Stock Gifts
    • The Legacy Campaign
    • Other Ways to Give
    • Corporate Sponsors
    • Meet Our Team

Stock Gifts

All year-end stock gifts should be processed through your broker by December 15 to ensure that your gift is counted in the current calendar year.
Appreciated stock
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 jburtch@northcross.org. 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.Wertz-sutphin@morganstanley.com 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 936-107507-028 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:
  • Do not write North Cross School’s name on the certificate
  • Sign the back of the certificate
  • Write a letter of instruction to Morgan Stanley Wealth Management stating your intentions for them deposit the stock into North Cross’s account (936-107507-028).
  • Send to Jodie Wertz, Morgan Stanley Wealth Management, 10 S. Jefferson St., Suite 1700, Roanoke, VA 24011.

To send stock certificates directly to North Cross School
  • A related stock power must be guaranteed by a bank officer or investment broker using the Medallion signature guarantee stamp.
  • Do not sign or write anything on the stock certificate itself.
  • Place the certificate and the stock power in separate envelopes to ensure security.
  • Send to William Greer, Assistant Head of School for Advancement, North Cross School, 4254 Colonial Avenue, SW, Roanoke, VA 24018.

Give With Confidence

North Cross School is rated 100 out of 100 by Charity Navigator. Click on the image below to learn more.
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North Cross School's Tax ID number is 54-0699572 and its Tax Exemption Number is SE540699572F02052020.
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4254 Colonial Avenue
Roanoke, Virginia 24018
540-989-6641 • (540) 989-7299 (FAX)

HOURS: M-F; 8AM-4PM

North Cross School is an independent, coeducational, college-preparatory day school founded in 1944 and governed by a volunteer Board of Trustees.

All contact information listed on this website is for official North Cross School business only. North Cross School does not accept unsolicited advertisements sent to school email addresses, phone numbers, or fax numbers listed on this site.

North Cross School does not discriminate on the basis of race, color, religion, national or ethnic origin, gender, sexual orientation, or any other legally protected status in the administration of its educational, admission, financial aid or employment policies, or any other programs administered by the School. For more information, read our Inclusivity Statement.

​Accreditation
North Cross is accredited by the Virginia Association of Independent Schools. North Cross School's Junior Kindergarten is accredited by the Virginia Association of Independent Schools who is recognized by the Board of Education pursuant to §22.1-19 of the Code of Virginia authorizes the Virginia Council for Private Education to accredit private nursery, preschool, elementary and secondary schools in Virginia
.

Memberships
North Cross is a member of the National Association of Independent Schools, National Association for College Admission Counseling, and Potomac and Chesapeake Association for College Admission Counseling, The Cum Laude Society and the Council for Advancement and Support of Education.

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Privacy Policy
Faculty and Staff Links
North Cross Shanghai
Employment Opportunities
  • WHO WE ARE
    • Vision & Values
    • Diversity & Inclusion
    • Building Character
    • Board of Trustees
    • Our Head of School: Armistead Lemon '95
    • Leadership Team
    • Key Contacts
    • Campus Map
    • In the News
    • NOW@NORTHCROSS
    • Employment Opportunities
  • ACADEMICS/STUDENT LIFE
    • Lower School >
      • Early Childhood Program
      • First through Third Grades
      • Fourth and Fifth Grades
      • Meet Our Faculty
    • Middle School >
      • Sixth through Eighth Grades
      • Meet Our Faculty
    • Upper School >
      • Ninth through Twelfth Grades >
        • Global Studies Distinction
        • STEM Distinction
        • Fine Arts Distinction
        • Internship Program
      • Course Catalog
      • College Counseling
      • Meet Our Faculty
    • The Talfourd H. Kemper Library
    • CrossWalk for Learning Differences >
      • Meet Our Faculty
    • STUDENT LIFE >
      • Dress Code
      • Extracurriculars
      • International Students
      • Boarding at North Cross
      • After-School Opportunities
      • Summer Programs
  • ATHLETICS/ARTS
    • ATHLETICS >
      • Athletics Calendar
      • Teams & Schedules
      • Championships & Awards
      • Forms
      • Facilities
      • Meet Our Athletics Staff
      • Athletic Boosters
      • In the News
    • ARTS >
      • Band
      • Chorus
      • Studio Art & Graphic Design
      • Theatre
      • Friends of the Arts
  • PARENT/ALUMNI RESOURCES
    • Log in to FACTS
    • School Calendar
    • Back-to-School
    • Student & Parent Handbook
    • Parent Opportunities
    • Summer Programs
    • Key Contacts
    • Athletic Apparel
    • ALUMNI >
      • Awards
      • Athletic Hall of Fame
      • In the News
      • Class Notes
      • In Memoriam
  • ADMISSIONS
    • What is an independent school?
    • Inquire & Tour
    • How to Apply
    • Tuition and Fees
    • International Student FAQs
    • Meet Our Team
  • GIVING
    • Make a Gift to North Cross
    • Annual Fund
    • Foundation Tax Credits Program
    • Planned Giving
    • Stock Gifts
    • The Legacy Campaign
    • Other Ways to Give
    • Corporate Sponsors
    • Meet Our Team