Make a Gift or Pledge to North Cross School
DIRECTED GIVING
Each academic year, North Cross has two aims: to provide the best education we can for students here today and to look to the horizon so we many continue to improve for our future. The North Cross Fund supports both of these goals through the school's annual operating budget. As an independent school, North Cross receives no government funding and relies on tuition and charitable gifts as the primary source of funding. If you would like to make an unrestricted gift to the North Cross Fund, you have the opportunity to direct your unrestricted gift to a budget-relieving area you value (see options below).
Each academic year, North Cross has two aims: to provide the best education we can for students here today and to look to the horizon so we many continue to improve for our future. The North Cross Fund supports both of these goals through the school's annual operating budget. As an independent school, North Cross receives no government funding and relies on tuition and charitable gifts as the primary source of funding. If you would like to make an unrestricted gift to the North Cross Fund, you have the opportunity to direct your unrestricted gift to a budget-relieving area you value (see options below).
Area of Greatest need
Knowing your gift will make a difference to our students and help us offer exceptional learning and developmental experiences, you may leave it up to the School to allocate your gift in support of its annual operations, including each of the areas described below.
Arts and Yearbook
What the arts department brings to each student and to our community is seen in tangible ways, certainly, but in intangible ways as well. It is an important part of the independent school model each student experiences. Our budget includes licensing fees for our theater performances, and the daily supplies such as music, canvas, paper, clay, paints, brushes, and pencils. We also allocate money to support our award-winning yearbook.
Athletics
To maintain the broad array of athletic teams and offer all Middle and Upper School students the opportunity to participate, our budget includes the money needed for a variety of resources that may include: coaches, referees, drivers, as well as the maintenance of our existing uniforms and equipment, or purchase new ones when they are needed.
CrossWalk
We’re thankful for the difference Orton Gillingham instruction makes in the lives of our CrossWalk students. As you may know, this highly tailored instruction is critical to a student’s development and families pay additional tuition for their children. In the past, we have raised funds independently to provide tuition support to CrossWalk students. Again this year, we plan to raise money through our Annual Fund to support CrossWalk.
WELCOMING & SAFE CAMPUS
The Annual Fund helps North Cross ensure a school culture where everyone feels physically safe and emotionally supported, as well as an environment where students and faculty thrive.
Professional Development
Our teachers deliver an excellent education to our students each and every day. To help faculty and staff grow professionally, our budget includes important professional development for employees from Ellis, Eaton, and Willis Halls, such as tuition assistance for faculty who are working towards their master’s at Hollins University.
Other ways to give
Planned giving
Including North Cross in your estate planning not only helps the school succeed in its mission, but it is also a great way to lessen your tax burden. Simply put, would you rather your hard-earned money go to a government entity or to a child who craves a creative and challenging educational experience? For more information, visit our Planned Giving page or contact our Assistant Head of School for Advancement, William Greer, for more information and illustrated scenarios.
HERITAGE SOCIETY
North Cross School is actively planning for the education of tomorrow’s students, and as part of that planning, is pleased to announce the creation of the Heritage Society honoring alumni, parents, and friends who have made arrangements for planned gifts to the school. Our sincere appreciation is extended to the following Heritage Society members:
North Cross School is actively planning for the education of tomorrow’s students, and as part of that planning, is pleased to announce the creation of the Heritage Society honoring alumni, parents, and friends who have made arrangements for planned gifts to the school. Our sincere appreciation is extended to the following Heritage Society members:
- Mrs. Charles L. Crockett, Jr.
- Mr. and Mrs. J. Rand Garrett III
- Mr. and Mrs. David R. Lake
- Mr. and Mrs. Bittle W. Porterfield, III
- Mr. and Mrs. John S. Ross, Jr.
Stock Gifts
All year-end stock gifts should be processed through your broker by December 15 to ensure that your gift is counted in the current calendar year.
Appreciated stock
Securities such as stocks and bonds can be used to make charitable gifts to North Cross. You are entitled to a charitable deduction (both income tax and estate or gift tax) equal to the mean trading value of the securities on the date of the gift. One of the principal benefits of a gift of securities is that any appreciation is exempt from capital gains taxes.
Transfer stocks by phone or email
Electronic transfer is the preferred and simplest method for stock transfer. First, notify Tia Byrd in the Development Office, 540-989-6641, ext. 284 or tbyrd@northcross.org. If this is not done prior to a transaction, the identity of the donor may be in jeopardy and the gift may not be received into our account properly.
Second, have your broker call or email Jodie Wertz at the Roanoke office of Morgan Stanley Smith Barney 540-983-4907 or Jodie.Wertz-sutphin@morganstanley.com to advise her of the symbol or security description, approximate number and value of shares you intend to give, and if you want the gift to be for any special purpose.
Please note in the memo line what the donation is for, if you have the option when you make the gift, i.e. Annual Fund, Capital Campaign, etc.
North Cross School’s account number is 936-107507-028 and our “DTC” transfer number is 0015.
Transfer stocks by mail
Stock certificates may be sent via certified mail to either Morgan Stanley Wealth Management or North Cross School.
To send the certificates to Morgan Stanley Wealth Management:
To send stock certificates directly to North Cross School
Appreciated stock
Securities such as stocks and bonds can be used to make charitable gifts to North Cross. You are entitled to a charitable deduction (both income tax and estate or gift tax) equal to the mean trading value of the securities on the date of the gift. One of the principal benefits of a gift of securities is that any appreciation is exempt from capital gains taxes.
Transfer stocks by phone or email
Electronic transfer is the preferred and simplest method for stock transfer. First, notify Tia Byrd in the Development Office, 540-989-6641, ext. 284 or tbyrd@northcross.org. If this is not done prior to a transaction, the identity of the donor may be in jeopardy and the gift may not be received into our account properly.
Second, have your broker call or email Jodie Wertz at the Roanoke office of Morgan Stanley Smith Barney 540-983-4907 or Jodie.Wertz-sutphin@morganstanley.com to advise her of the symbol or security description, approximate number and value of shares you intend to give, and if you want the gift to be for any special purpose.
Please note in the memo line what the donation is for, if you have the option when you make the gift, i.e. Annual Fund, Capital Campaign, etc.
North Cross School’s account number is 936-107507-028 and our “DTC” transfer number is 0015.
Transfer stocks by mail
Stock certificates may be sent via certified mail to either Morgan Stanley Wealth Management or North Cross School.
To send the certificates to Morgan Stanley Wealth Management:
- Do not write North Cross School’s name on the certificate
- Sign the back of the certificate
- Write a letter of instruction to Morgan Stanley Wealth Management stating your intentions for them deposit the stock into North Cross’s account (936-107507-028).
- Send to Jodie Wertz, Morgan Stanley Wealth Management, 10 S. Jefferson St., Suite 1700, Roanoke, VA 24011.
To send stock certificates directly to North Cross School
- A related stock power must be guaranteed by a bank officer or investment broker using the Medallion signature guarantee stamp.
- Do not sign or write anything on the stock certificate itself.
- Place the certificate and the stock power in separate envelopes to ensure security.
- Send to William Greer, Assistant Head of School for Advancement, North Cross School, 4254 Colonial Avenue, SW, Roanoke, VA 24018.
north cross school foundation
Make a difference for a deserving student and receive a tax credit from Virginia!
Click the image below to read more.
Click the image below to read more.
alternative gifting options
Recurring Gifts
To spread out your gift over a period of time, use the form on this page to make secure gifts to The North Cross Annual Fund and choose the Recurring Gift option. Continue the installments as long as you wish, or if you wish to stop them, simply email Tia Byrd.
By check
Make your check payable to North Cross School, and send to:
Advancement Office
North Cross School
4254 Colonial Avenue
Roanoke, VA 24018
Corporate matching gifts program
Corporate matching gifts provide a wonderful opportunity to double, sometimes even triple your contribution to North Cross School. Please contact your company’s personnel office for specific information about your employer’s matching gift program. It is necessary in all cases for the donor to secure the proper forms from the corporation and to submit them to School in order for us to receive the matching gift.
Credit to Gift Societies and Clubs
Our fiscal year runs from July 1–June 30. To make sure your gifts to the Annual Fund are applied to the correct Giving Societies and Clubs, please make sure your gifts are given during this timeframe.
To spread out your gift over a period of time, use the form on this page to make secure gifts to The North Cross Annual Fund and choose the Recurring Gift option. Continue the installments as long as you wish, or if you wish to stop them, simply email Tia Byrd.
By check
Make your check payable to North Cross School, and send to:
Advancement Office
North Cross School
4254 Colonial Avenue
Roanoke, VA 24018
Corporate matching gifts program
Corporate matching gifts provide a wonderful opportunity to double, sometimes even triple your contribution to North Cross School. Please contact your company’s personnel office for specific information about your employer’s matching gift program. It is necessary in all cases for the donor to secure the proper forms from the corporation and to submit them to School in order for us to receive the matching gift.
Credit to Gift Societies and Clubs
Our fiscal year runs from July 1–June 30. To make sure your gifts to the Annual Fund are applied to the correct Giving Societies and Clubs, please make sure your gifts are given during this timeframe.
If you would like to speak directly with our Advancement team, contact Tia Byrd at 540-989-6641 ext. 284 or tbyrd@northcross.org.
North Cross School's Tax ID number is 54-0699572 and its Tax Exemption Number is SE540699572F02052020.