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Ways to Give

MAKE A GIFT

Gifts of Cash/Check

To make a gift via check, please send your gift to Providence Day School, Attention:  Office of Institutional Advancement, 5800 Sardis Road, Charlotte, NC  28270.

 

 

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Gift Planning

Securities

Gifts of appreciated securities enable donors to possibly avoid capital gains taxes while making a tax-deductible gift to PD. If you are interested in making a gift of appreciated securities, please ask your broker to contact our preferred investment firm, Morgan Stanley, at (704) 442-3425. 

Additionally, please notify the Office of Institutional Advancement at (704) 887-6016 of the stock and number of shares once the transfer has taken place. Often securities are transferred without reference to the donor, and this information will help us identify your gift. 

When placing your gift of appreciated securities, please use the following DTC instructions: 

Morgan Stanley Wealth Management 
DTC #0015 
Account # 801-106275