Ways of Giving to Chatham Hall
Gifts of Cash
Your tax-deductible check may be made payable to Chatham Hall and mailed to: Advancement OfficeChatham Hall
800 Chatham Hall Circle
Chatham, VA 24531
You will receive a receipt that dates your gift based upon the postmark of the envelope or the date the gift is hand delivered to the Advancement Office
Gifts by Credit Card
We accept Visa or MasterCard. Simply call the Advancement Office at 434 432-5508 to make your gift. You may also make a credit card gift to the Annual Fund online or by returning your Annual Fund pledge envelope to the Advancement Office. Please provide the following information: type of credit card (Visa or MasterCard), exact name on the credit card, card account number, and expiration date.
You will receive a receipt based upon the date your gift is charged to your credit card. If you are making a year-end credit card gift either by mail or by calling the office, we urge you to make this gift before the holidays begin.
Gifts Online
Instantly make a gift to the Annual Fund using your credit card by clicking here.
Stock or other Marketable Securities
A gift of appreciated securities, which you have held for one year or more, is frequently the most economical way to give. You can take a federal income tax deduction equal to the fair market value of the stock on the date you transfer ownership to Chatham Hall, and you avoid capital gains tax. The tax advantage of this gift is lost if you instruct your broker to sell the stock and send the proceeds from the sale to Chatham Hall.
Your gift is valued when received in the Chatham Hall account. You will receive a receipt naming the stock, the number of shares, and the mean value between the high and the low market price on the date Chatham Hall takes ownership of the stock. You may wish to consult with your broker on the value of this gift for tax purposes.
You must authorize your broker to transfer shares to Chatham Hall’s account:
Charles Schwab
Chatham Hall Account # 62115540
DTC # 0164, Code 40
Chatham Hall will accept at its discretion, on a case-by-case basis, gifts of closely held, restricted or infrequently traded securities.
Before transferring this gift, contact the Office of Advancement (Amy Blair at ablair@chathamhall.org or 434 432-5508) with the following information: the approximate number, name, and value of shares, and their designation.
Matching Gifts
We urge you to check with your human resources department to see if your employer has a matching gift program. A program such as this will increase the amount of your gift, and you will receive gift credit for the total amount of your gift and the matching gift.
Gifts Made Through Your Estate and Financial Plan
There are tax-wise opportunities to support Chatham Hall through your estate and financial plan. Some opportunities may even provide you with income for life and/or immediate tax deductions.
These “planned gifts” include such giving methods as
- Leaving a gift to Chatham Hall in your will;
- Participating in the School’s Pooled Income Fund;
- Making a gift of real estate while retaining life-time tenancy;
- Making Chatham Hall the beneficiary of a charitable remainder trust, lead trust, life insurance policy, or retirement plan; or
- Making Chatham Hall the owner and beneficiary of your life insurance policy.
While all planned gifts are celebrated by Chatham Hall, only those which are irrevocable will count towards Chatham Hall’s Capital Campaign goal. Life income gifts, including pooled income funds and irrevocable charitable remainder trusts, will be counted in the Capital Campaign at their discounted present value.
For more information about Planned Giving, click here or email Missy Fountain at mfountain@chathamhall.org.
Gifts of Real Estate
Gifts of real estate may be given to Chatham Hall either outright or as an asset to fund charitable trusts. Chatham Hall requires that a comprehensive review of the property, including environmental assessment, be made prior to acceptance of a gift. Upon acceptance by the School, real estate gifts will be counted in Chatham Hall’s Capital Campaign at their appraised fair market value on the date of transfer. Although exceptions may arise, such gifts should generally not carry restrictions against subsequent sale.
Gifts in Kind
Chatham Hall welcomes gifts in kind that further its mission and assist in the operation of the School. These may include such gifts as library books, furniture for classrooms and living areas, maintenance vehicles, paintings, trees and other plantings.
Chatham Hall will receive gifts of horses that further the goals of the Riding Program. These gifts must be approved by the Director of the Riding Program.
Donors seeking tax deductions for gifts in kind valued in excess of $5,000 must obtain an independent appraisal at the time the gift is given to Chatham Hall. The donor is responsible for all costs related to this appraisal.
Chatham Hall will count gifts in kind in the Capital Campaign in the amount of the independent appraisal.
Pledges
A gift pledged to the Annual Fund (which runs from July 1 to June 30) must be received by Chatham Hall no later than June 30th.
Gifts of $5,000 or more to endowment or another Capital Campaign purpose may be paid over a period of up to five years. Please provide the Advancement Office with a schedule of payments. For a printable Capital Campaign Pledge Form, please click here.
Chatham Hall will send you a pledge reminder each fall and spring until your pledge is paid in full. The School reserves the right to withdraw its offer of a naming opportunity if pledges are not paid in full within the schedule provided. We request that you notify Chatham Hall if your circumstances change and you are unable to fulfill your pledge.
Click here for Advancement Office Contact Information
