Give

Ways to Make Your Gift

Ways to Give

List of 4 items.

  • 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 (eswarter@uplandcds.org)
  • 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 (eswarter@uplandcds.org) to learn how you can participate in this program.

List of 6 items.

  • 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 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.

    Upland has a 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

    When you include UCDS as a beneficiary of your estate plan through a bequest, charitable trust, retirement plan or insurance policy, you become part of a community of forward-looking philanthropists.

    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 Emily Neilson at 610. 444. 2082 or eneilson@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.
  • Corporate Matching Gifts

    An easy way to enhance your gift to the school is through a matching gift from your employer. Many corporations match employee donations.

    To find out if your company offers a matching gift program, please check with your company’s Human Resource Office or contact the Advancement Office. The donor receives credit for both the original gift and the amount of the match. Call the Advancement Office at 610-444-2082 for further information or assistance.
  • Gifts of Stock

    There are excellent tax advantages to making a donation in the form of appreciated stock or property.

    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 (eswarter@uplandcds.org)
The Upland Annual Fund runs from July 1 to June 30. All must gifts must reach the school by June 15th to be included in the Report of Giving.