Ways to Invest

Give Online

You can use our online portal to give today.

Mail a Gift

Please make your check out to “Brookstone Schools,” and mail to:

Brookstone Schools
Advancement Office
P.O. Box 30696
Charlotte, NC 28230

Employer Matching Gifts

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

Corporate Sponsorship

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 

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, Advancement Director, 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.

Frequently Asked Questions

How do I make a gift to Brookstone?

Online: Give online now by debit/credit card or ACH.

Mail: Brookstone Schools, P.O. Box 30696
Charlotte, NC 28230

Monthly Bank Draft: Set up your automated bank draft online now, or complete this authorization form, and mail it with your voided check.

Call: (704) 392-6330

Can I give monthly to Brookstone?

Yes! Visit our online giving page to set up your automatic monthly gift to Brookstone using your debit/credit card or bank account. Or, complete this authorization form and mail it with your voided check.

How does Brookstone make use of my gift?

Currently, we spend 83% of our budget on our academic programs, and 17% on administration and fundraising. Learn more about our stewardship and download our annual reports on the About page.

How do I make a gift of stock?

You will need to contact our broker for transfer instructions and fill in the stock transfer form here. Please click here for more information on stock gifts.

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! You can give online in someone’s honor, or you can send us a note with their name and anyone else we should notify about the gift. We will send them an acknowledgment 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

Where are Brookstone's 990 Forms?

Links to 990s

Whom do I contact with additional questions?
The Advancement Office at (704) 392-6330.
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