Ways to Give
Charitable gifts provide resources that help Summit fulfill its mission and keep our programs accessible to a wide range of families.
Generous donations from parents, alumni, grandparents, past parents, faculty and staff, corporations and foundations support The Summit Fund (unrestricted gifts) and build the endowment and facilities.
As a 501(c)(3) not-for-profit organization, all gifts are tax-exempt.
Thank you for supporting Summit School.
If you need additional information, please contact Jeanne Sayers, Director of Development, firstname.lastname@example.org or 336-724-5811.
Gifts of appreciated securities provide significant tax savings for the donor by avoiding capital gains tax. Such gifts are also tax deductible at the fair market value on the date of the gift.
To avoid paying tax on the profit, you must give the security itself, rather than selling it first, then giving the proceeds.
To give a security, you may:
- Send to Summit by certified mail a signed stock certificate(s) or a stock power to cover the certificate(s) and a letter of authorization allowing the shares to be deposited in the Summit School account. If your gift comprises only part of a certificate, indicate in the letter of authorization how remaining shares should be handled.
- Transfer the security electronically. Instructions are below.
Instruct your broker to transfer your securities electronically to The Summit School Inc.
Always be sure to ask your broker to identify you as the donor and notify Jeanne Sayers, Director of Development, 336-724-5811 when you authorize an electronic transfer of securities.
Summit has accounts with these institutions:
Lee Raymer 336-721-3253
Morgan Stanley Smith Barney
Keith Sievers 336-721-4930
Brad Ramsey 336-721-9220
Jane Siefert 336-251-0411
The Patrons for Tomorrow club recognizes past parents, grandparents, alumni, parents and friends who have demonstrated their commitment to Summit's future by establishing planned gifts or including Summit as a charitable recipient of their bequests.
Summit appreciates the people who have included Summit in their estate plans. Their thoughtfulness insures that Summit will remain strong for generations to come. Everyone is invited to join, at any time.
For additional information, please contact Jeanne Sayers, Director of Development by calling 336-724-5811.