Ways to Invest
Brookstone exists because every child deserves a great education. Thanks to the generosity of our community, under-resourced children at Brookstone have access to an education that is academic, affordable, and Christ-centered. A strong foundation established during the kindergarten through eighth grade years sets a child up for a lifetime of leadership and service. We see them becoming the next generation of leaders who will be equipped to use their gifts and talents for the common good.
There are a number of ways to support Brookstone financially, including:
Donate Online Now!
You can give online now to provide under-resourced children with excellent Christian education. Thank you in advance for your gift.
Make a donation now!
Following your online gift, please look for a donation acknowledgement receipt for your tax purposes.
Donate by Mail
Please make your check out to “Brookstone Schools,” and mail to:
P.O. Box 30696
Charlotte, NC 28230
Donor Advised Funds
Donor Advised Funds (DAF) are the fastest-growing giving method and a tax-efficient way to manage charitable donations. DAF’s allow donors to make a charitable contribution, receive an immediate tax deduction, and then recommend grants from the fund over time.
Grants made to Brookstone Schools of Mecklenburg Co. through Donor Advised Funds can be designated ‘general support’. This designation will be sufficient to cover operating and educational needs.
Brookstone Schools of Mecklenburg Co. EIN number is: 56-2221108
Give now from your Donor-Advised Fund
We can’t wait to meet you!
Step 1: Tour our Uptown campus
Get to know us. Experience our classrooms in action. Meet with our faculty and administrators and see if the Brookstone community could be a fit for your family.
Step 2: Apply
Submit an application and we’ll schedule an interview. Our team will meet with you while your student completes a readiness assessment. Once your student is accepted, we’ll let you know what your school fees will be. We adjust your fees based on your income. Cost should not have to keep you away.
Step 3: Become a part of our community
Brookstone is more than a school. It’s a village of families and educators working together. Brookstone children thrive because every teacher, parent, and student gives their very best.
If you’re interested in transferring stock, please contact Financial Advisor James Ratchford at Wells Fargo Advisors for the Brookstone Schools’ brokerage account information. He may be reached at (704) 343-4500.
Before transferring the stock, please email Brookstone Schools’ Advancement Office a Stock gift information sheet which will confirm your gift. Email the form to firstname.lastname@example.org.
INCLUDE ONLINE FORM HERE!!
If you wish to make an in-kind donation, please download an In-Kind Giving Donation Form and bring it with you when you come to see us.
When shopping on Amazon use this Amazon Smile link, and Amazon will donate a portion of the proceeds to Brookstone Schools.
How does AmazonSmile work?
When first visiting AmazonSmile, you will be prompted to select Brookstone Schools from a list of eligible organizations. In order to browse or shop at AmazonSmile, you must first select a charitable organization. For eligible purchases at AmazonSmile, the AmazonSmile Foundation will donate 0.5% of your purchase price to Brookstone.
Exceed Your Philanthropic Goals through Planned Giving
We invite you to join other supporters who have already taken the steps necessary to secure Brookstone’s long-term future as a Christian institution serving under-resourced children in our city.
Brookstone Legacy Society
Our Legacy Society recognizes and honors those who have made Brookstone Schools a beneficiary in their estate plans. Leaving a legacy gift, or planned gift as it is often called, is a very personal and thoughtful decision, but it does not have to be complicated.
Three easy giving options include bequests, retirement plan assets and life insurance policies. For more information on making a planned gift and becoming a member of the Brookstone Legacy Society, please contact Suzanne Wilson, Director of Advancement, or call 704-392-6330, ext.122.
Three Easy Ways to Make a Planned Gift
The simplest and most common form of a legacy gift is a bequest, a gift left through a will or trust of an estate plan. A gift from your will (or a trust) allows you to make a future donation to Brookstone Schools. You can designate your gift The following are samples of appropriate bequest language to share with your attorney:
Specific bequest – States a specific amount or asset amount. It may be a gift of cash, securities, real estate or tangible personal property.
I give (specific dollar amount or asset) to Brookstone Schools (#56-222-1108) to be used for the unrestricted needs of the organization.
I give (specific dollar amount or asset) to Brookstone Schools (#56-222-1108) for the Brookstone Legacy Fund at the Foundation of the Carolinas.
Residuary bequest – Names Brookstone Schools (#56-222-1108) as recipient of all or a percentage of the remainder of the estate after specific bequests have been fulfilled.
I give (x percent) or (the remainder) of my residual estate to Brookstone Schools (#56-222-1108) for the unrestricted needs of the organization.
I give (x percent) or (the remainder) of my residual estate to Brookstone Schools (#56-222-1108) for the Brookstone Legacy Fund at the Foundation of the Carolinas.
Retirement Plan Assets
Retirement plan assets are often considered the attractive option for making a planned gift since these are among the most tax burdened assets in an estate. Making a future gift of retirement plan assets to Brookstone Schools may reduce estate tax liability, while allowing you to leave assets that receive more favorable tax treatment to other beneficiaries (i.e., your descendants).
To make a charitable gift of retirement assets, you need to complete a new beneficiary designation form naming Brookstone Schools as a percentage beneficiary. Please include the following information to ensure accuracy:
PO Box 30696
Charlotte, NC 28230
Tax ID/EIN: #56-222-1108
Life Insurance Policies
You may use one or more whole life insurance policies to make a future gift to Brookstone Schools. To use a life insurance policy to make a gift, you can name Brookstone Schools as a percentage beneficiary of a new or existing policy.
As with retirement plan assets, using a life insurance policy to make a charitable gift can be as simple as completing a new beneficiary designation, naming Brookstone Schools as a percentage beneficiary. Please include the following information to ensure accuracy:
PO Box 30696
Charlotte, NC 28230
Tax ID/EIN: #56-222-1108
*There are many vehicles you can use to make a planned gift and the above is a brief overview. This document is not intended to provide tax or legal advice and should not be relied on as such. Potential donors should consult with their legal and tax counsel to understand the implications of a specific charitable gift.
If you have any questions, please contact Suzanne Wilson, Advancement Director, at 704-392-6330 #122 or Suzanne.email@example.com.
Join Our Legacy Society
Planned Giving Response Form
The purpose of the Brookstone Legacy Society is to recognize those individuals and families who intend to make a planned gift to Brookstone Schools by way of a will, trust, beneficiary designation or other giving arrangement. By their generosity, these faithful donors have shown a deep commitment to the mission and work of Brookstone Schools. They will be remembered in perpetuity for their support.
Frequently Asked Questions
How do I make a gift to Brookstone?
Can I give monthly to Brookstone?
You can give monthly by an automatic bank draft. Please download the above authorization form, and mail it to the address above with your voided check. Or, choose our Donate Now option and sign up to give monthly by credit card.
How does Brookstone make use of my gift?
Currently, we spend 70% of our budget on our academic programs, and 30% on administration and fundraising. See our Annual Report for more detailed information.
How do I make a gift of stock?
Can you process matching gifts from my employer?
Yes. Please follow the link here for more information on matching gifts.
May I make an anonymous gift?
Of course you may. Simply send in a note with your donation asking for your gift to be anonymous.
Can I give in honor or in memory of another person?
Yes. Send in a note with the person’s name and addresses of any others you would like us to notify about the gift. We will send them an acknowledgement card but will not note the amount of the gift.
Where is Brookstone's W-9 Form?
Click this link to open our 2020 W-9 Form
Whom do I contact with additional questions?
Meet the Advancement Team
Give your child a top-notch,
You don’t have to settle for a school with poor academics and values that don’t align with yours. Instead, empower them to live the lives they were created for.