Giving Opportunities
Like all independent schools, Upland engages in various levels of fund-raising to supplement the day-to-day operations of the School, undertake large-scale building or renovations projects or program development, and to strengthen our endowment for current and future needs. Upland's fundraising programs are coordinated by the Development Office and overseen by the Development Committee of the Board of Trustees.
The Annual Fund - 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 86% 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 and 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 and will be 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 Charles R. Guss Memorial Fund - for special assemblies and student programs
• The Headmaster’s Fund - discretionary use for student or faculty programs
• The Debra Wade Latoff Memorial Fund - for the performing arts
• The Patricia W. Ralston Memorial Fund - to augment Upland’s science curriculum
• The Anne B. Roberts Memorial Fund - for the foreign travel program
• The Ernest P. “Ink” Ross Memorial Scholarship Fund
• 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: "bricks and mortar," which includes buildings, site renovation and major equipment or materials; and "endowment," the income from which supports salaries, professional development, program development, campus and building maintenance, and financial aid.
What is an endowment? An endowment is money or property which has been donated to an institution, with the stipulation that it be invested, and the principal remain intact. This allows for the donation to have a much greater impact over a long period of time than if it were spent all at once, due to compound interest. The invested endowment yields interest that can be used for a specific purpose designated by the donor, such as scholarships, professional development or augmentation of faculty salaries. A donor can also give unrestricted endowment, so that the School has the flexibility to apply the funds where they are most needed each year.
Planned Giving - A planned gift is any charitable gift, current or deferred, which is carefully designed--usually with professional advice--to optimize a donor's financial, tax, and estate plans while helping to secure the long-term financial security of one or more recipient institutions. Estate provisions are a wonderful way to remember Upland, often making possible gifts that otherwise could not have been made during the lifetime of the donors. Anyone who includes Upland in their estate plans is eligible for membership in Upland's Legacy Society.
Examples of planned gifts include naming Upland as a beneficiary in one's will, naming the School to receive proceeds from a life insurance policy or retirement account, or establishing a charitable life income gift arrangement to benefit Upland.
For those who elect to remember Upland by will, it is not the size of a charitable bequest that matters most. Individuals cannot predict their families’ future needs or the financial resources that will be available down the road. What matters is each person’s thoughtful intention to leave a legacy for future generations.
For those who elect to participate in a life income arrangement, benefits include income for life for the donor or a secondary beneficiary, a generous income-tax deduction in the year of the gift, and most important, such a gift ensures the growth of the School’s financial health so that future students will benefit from the excellent education Upland provides.
For those who have already included Upland in your plans, thank you so very much. For others, if you would like to learn how you can join in providing for Upland's future, please contact Lucy Singleton at 610. 444. 8114 or lsing@uplandcds.org
The Legacy Society of the Upland Country Day School has been established to recognize and honor those individuals and organizations whose philanthropy has been pivotal in helping us achieve significant milestones with respect to the educational opportunities we are able to offer children. In addition, The Legacy Society also recognizes and honors those who are helping to secure the School’s future by including Upland in their estate planning.
