Ways of Giving

There are a variety of options for making charitable gifts to MSR. Depending on each donor’s personal circumstances, all of the options present certain advantages. We strongly encourage potential donors to consult with their attorneys or financial advisors to determine which vehicle best suits their personal circumstances.

The Gift of Time and Talents

Volunteers are a key ingredient in the life of MSR, and we are grateful that all of our parents get involved as they are able to enrich our community. Our volunteers willingly give their time and talents across a wide variety of volunteer opportunities from reading with students in the classroom, to helping with hot lunch to serving on the MPSA Parent Association Board or a committee of the Board of Trustees.

Annual Fund

Pledges

You may choose to pledge an amount to the Annual Fund for the fiscal year-August 1 through July 31 and the Development Office will send you reminder notices that payment on the pledge is due by fiscal year-end. Pledges made before November 30 enable the Board of Trustees to set the budget for the following year. This is accomplished at the January Board of Trustees meeting.

Gifts of Cash

Cash donations can be made by check.

Gifts of Securities

Gifts of securities are often tax-wise options. You can receive an income tax deduction for the full fair market of the donated stock, while avoiding capital gains tax on the contributed shares.

Endowed Fund Gifts

The Montessori School of Raleigh has a General Endowment. You may choose to pledge an amount, make a cash donation or give a gift of securities.

Planned Giving

Ways to make gifts include making an outright gift by check or marketable securities; a retained interest gift, a testamentary gift or bequest-naming the school in your will; or a contractual arrangement gift in which the donor names the school as beneficiary and/or owner of an insurance policy, retirement plan, or some binding agreement from which the school would eventually receive cash. As with all planned gifts, we urge you to ask your attorney or tax advisor about the most appropriate option for you.

Please contact the Director of Development and Alumni Affairs if you have any further questions or wish to give securities at development@msr.org or Phone: (919) 848-1545 x247 or Fax: (919) 848-9611.