Giving to Upland
A Legacy of Generosity
The extraordinary generosity and commitment of our alumni, parents, and friends helps to maintain the excellence of a Upland Country Day School education.
Ways to Give
Details
Check
Please make your checks payable to Upland Country Day School and mail them to Upland at:
The Advancement Office, 420 West Street Road, Kennett Square, PA 19348
Gifts of Stock
Securities can be transferred directly from your investment manager to the school's custodian, Bryn Mawr Trust. The DTC number is 0901, and account number 190823, for further credit to Bryn Mawr Trust. Please call Bryn Mawr Trust at 610-971-6835 to inform them of what is being transferred in and reference Upland Country Day School. Please also notify Upland of a securities transfer by emailing the Advancement Office ([email protected])
Online Giving
We accept gifts through Venmo, Paypal, and most major credit cards. Please make your gift directly here!
Pennsylvania EITC Program
Pennsylvania residents and businesses with a state tax liability of $3,500 or more can participate in the Education Improvement Tax Credit (EITC) Program and can receive a 90% tax credit. Please email Emily Swarter ([email protected]) to learn how you can participate in this program.
Make your online gift today!
Giving Designations
Your support and generosity provides critical funding to the following critical areas at Upland Country Day School.
The Annual Fund
Yearly giving through the annual fund serves the immediate need of supplementing the school’s annual budget and benefits today’s students.
Annual Giving is an ongoing fund-raising program coordinated by the Development Office. Each year, volunteers contact current Upland families and alumni, grandparents, former parents, and friends to ask for their support. Leading the way is the Board of Trustees and the faculty whose tradition of participation has set a wonderful example for the Upland community for many years. The School understands that each family has a different level of ability to give and encourages 100% participation by our parents at the level that each family determines is comfortable for them. Annual giving is very important to the School’s operating budget, as tuitions only cover 80% of the cost to educate each child at Upland. We are especially grateful for unrestricted gifts, which allow us to allocate the funds where they are most needed.
Designated Funds, Honor, & Memorial Gifts
Your gift to the Annual Fund may be made in honor or memory of someone special to you who is in some way connected to Upland.
Upland also has several designated funds that allow you to make a donation in honor of someone. They are each acknowledged in the yearly Report of Giving. In addition, we also have a number of designated funds:
- The John M. & Ellen B. Cleveland Alumni Scholarship Fund – for children of alumni
- The Debra Wade Latoff Memorial Fund – for the performing arts
- The Ernest P. “Ink” Ross Memorial Scholarship Fund – for Upland’s commitment to diversity
- The Joan M. Stroud Memorial Fund – for professional development opportunities for teachers
Capital and Major Gifts
Capital and Major Gift campaigns are conducted periodically to fund special needs that cannot be met by the yearly operating budget.
The needs are generally divided into two categories: facilities, which includes buildings, site renovation and major equipment or materials; and the unrestricted endowment, a designation within the Endowment where use of such funds is at the discretion of the Board.
Planned Giving
You can make a gift that costs you nothing during your lifetime:
- You can make a gift that gives you cash flow for life
- You can donate your house, take a tax deduction, and continue to live in it rent-free
- You can turn surplus life insurance coverage into a gift
- You can make a gift using appreciated securities and realize larger tax savings
- You can preserve your estate for your children, and at the same time, deliver
Depending on your goals, circumstances and the gift type you choose, you could increase your income, decrease your estate tazes, or receive a tax deduction for items you can no longer use or no longer want to maintain.
For example, in 2015 Congress enacted a permanent extension of the IRA charitable rollover. This rollover allows taxpayers over age 70 ½ to make tax-free charitable gifts of up to $100,000 per year directly from their IRA to eligible charities, including independent schools. As you plan your required distributions for this year, please consider making a charitable gift to Upland Country Day School, using the IRA Charitable Rollover.
For more information on how to use your Individual Retirement Account for planned giving click here:
Ready to take the next step?
At Upland, we realize that the school is dear to the hearts of alumni, parents, grandparents and friends. Help us secure Upland’s future, today.
"Our community needs to ensure that Upland continues to foster young lives in an environment rich in integrity, creativity, caring and challenge. Fiscal needs are ongoing -- whether it is emerging technology, property maintenance or faculty and curriculum development. For these reasons, I have chose to support the Upland Endowment through a planned gift and I encourage all who treasure
Upland to join me."
– Kathleen M. Anderson, DVM, former Board Member, parent of two alumni and Chair of the Planned Giving Committee
