Ways to Invest

Donate Stock

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.

To transfer shares, you can fill in the form here.

In-Kind Donations

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.

Amazon Smile

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.

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

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:

Brookstone Schools
PO Box 30696
Charlotte, NC 28230
Tax ID/EIN: #56-222-1108

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 Major Gifts and Planned Giving, or call 704-392-6330, ext.122.

Three Easy Ways to Make a Planned Gift 

Bequest

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.

Examples:

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.

Examples:

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:

Brookstone Schools
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:

Brookstone Schools
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, Director of Major Gifts and Planned Giving, at 704-392-6330 #122 or suzanne.wilson@brookstoneschools.org.

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.