Please make checks payable to Saint Mary's School and mail to:

Development Office
Saint Mary's School
900 Hillsborough Street
Raleigh, NC 27603

Saint Mary’s School accepts MasterCard and VISA. We encourage you to make your gift using our easy, safe, and secure online giving form. You can also stretch your payments over time with automatic monthly deductions through our recurring gift program. Click here to be directed to the online giving form and select the Recurring Donation option. You may also call the Development Office at 919-424-4111 to make your gift over the phone.

Many employers sponsor matching gift programs and will match any charitable contributions made by their employees. To find out if your company has a matching gift policy, please visit the employer matching gift search page and enter your employer's name.

If your company is eligible, request a matching gift form from your employer. Complete, sign, and send it the form with your gift to Saint Mary's School and we will do the rest. The impact of your gift to Saint Mary's may be doubled or possibly tripled! Some companies match gifts made by retirees and/or spouses as well.

The recurring gift program is an easy, secure, and convenient way to support Saint Mary’s School. You simply select an amount to be billed to your credit card each month, every-other-month, or quarterly. Recurring gifts reduce administration costs, allowing more of each gift to be used immediately to support the top priorities at Saint Mary’s School. Because your annual gift will be broken into smaller monthly amounts, a recurring gift may allow you to increase your yearly contributions to the next level.

To start your recurring gift today, click here to be directed to the online giving form and select the Recurring Donation option.

Making a gift of property allows a donor to avoid the capital gains tax while also allowing a charitable deduction for the full fair market value for property held over one year. A formal appraisal is required for gifts of real estate, and school officials must formally accept the gift before it is completed.

Donors may also make gifts of personal property. Please note that the school does not place a value on gifts-in-kind. Internal Revenue Service regulations assign that responsibility to the donor.

For more information, or to make a gift of real estate and/or personal property, contact Brandon Wright, Director of Gift Planning, at 919.424.4111 or email bwright@sms.edu.

A gift to Saint Mary’s School of stock held more than one year enables a donor to

• avoid all capital gains tax on the appreciated portion of the stock;
• receive a charitable deduction for its full current market value;
• make a larger gift than might be otherwise possible.

Make your gift of stock to Saint Mary’s by transferring securities directly to Saint Mary’s broker at Merrill Lynch:

Joan Bentley
800-937-0634, 919-899-3623
joan.bentley@ml.com

Merrill Lynch
4242 Six Forks Road, Suite 1800
Raleigh, NC 27609

DTC #: 8862
Account #: 778-04257
Federal Tax ID #: 56-0532314

You can also send or deliver to Saint Mary’s the stock certificate(s) and a signed stock power of attorney in separate envelopes. For security purposes do not mail them together.

In order to properly credit your gift with the school, please have your broker inform our office about this transfer by calling 919-424-4104.

A pledge is a donor’s commitment to making a future gift/donation to a fund or area of their choice and to make a payment at a later date. By pledging early in the fiscal year, with payment due on June 30, you help Saint Mary’s save printing, mailing, and administrative costs.

To make a pledge to Saint Mary’s Annual Fund, due by June 30 of this fiscal year, visit www.sms.edu/give.

To make a pledge to a scholarship, endowed fund, or other campus area, click here.

Saint Mary’s gladly accepts ACH, EFT, and Debit card transactions, as well as all major credit cards.

To make an electronic funds transfer for a donation to Saint Mary’s Annual Fund, using your bank account, visit www.sms.edu/give. Select “Donation” and follow the instructions. On the payment screen, select ACH/EFT transaction and fill in the form. Be sure to click submit on the last step. You will receive an electronic tax receipt immediately in your email inbox.

For wire transaction instructions, click here.

Learn more about Saint Mary's Annual Fund or give online to the Annual Fund by clicking here.

Individuals and classes may endow a scholarship in honor of a loved one, faculty or staff member, family member, or their class. Endowed funds ensure permanent support for Saint Mary’s School. The annual income generated by these funds provides valuable support for students, faculty, programs, and facilities, and sustains Saint Mary’s vibrant learning community.

To make a gift to an existing scholarship, click here.

To discuss the creation of an endowed scholarship fund, contact:

• Brandon Wright, Director of Gift Planning, at 919-424-4111 or bwright@sms.edu
• Eileen Nedoma, Director of Annual Fund and Major Gifts, at 919-424-4118 or enedoma@sms.edu
• Julie E. Ricciardi, CFRE, Associate Head of School for Institutional Advancement, at 919-424-4114 or jricciardi@sms.edu

Planned gifts help ensure that Saint Mary’s remains true to our mission of preparing girls for college and for life. Enjoy tax savings while supporting an organization that is important to you. Give a future gift through your estate or make an immediate gift so that you can witness the impact of your generosity.

Helpful Forms and Instructions:

• Bequest language

• Our deferred gift information sheet is a quick and easy way to inform us of your planned giving intentions 

• Instructions for wire and stock transfers

• IRA qualified charitable distribution form

• Letter to inform Saint Mary's about an IRA qualified charitable distribution

• To discuss a planned gift or for information on how to join the Heritage Society, contact Julie Ricciardi, Associate Head of School for Institutional Advancement, at 919-424-4114 or jricciardi@sms.edu