Ways to Give & Planned Giving

Cash gifts are the simplest and most immediate way to support Vertus. Donations can be made online, by check, or through employer matching gift programs.

Gifts Can Support:

• Student programming
• Transportation
• Athletics and enrichment
• Career exploration
• Scholarships and special initiatives
• General operating support

Donate HERE or

Checks may be mailed to:
Vertus Charter High School
℅ Julie Locey

21 Humboldt Street
Rochester, NY 14609

Donating appreciated securities, stocks, or mutual funds may provide significant tax advantages while making a meaningful impact for Vertus students.

Benefits may include:

• Avoiding capital gains taxes
• Receiving a charitable income tax deduction
• Maximizing the value of your gift

Please contact Julie Locery our CEO or our Development Office before initiating a transfer so we may properly acknowledge your gift.

Vertus Charter High School is a qualified 501(c)(3) nonprofit organization and can accept grants from Donor Advised Funds.

DAF giving allows donors to:

• Recommend grants to Vertus over time
• Simplify charitable giving
• Create a lasting philanthropic plan

Please consult your financial advisor or sponsoring organization for details.

Individuals age 70½ or older may choose to make a Qualified Charitable Distribution (QCD) directly from a Traditional IRA to Vertus.

Potential benefits may include:

• Satisfying Required Minimum Distributions (RMDs)
• Reducing taxable income
• Supporting students in a tax-efficient manner

Please consult your financial or tax advisor regarding eligibility and benefits.

A planned gift through your will or estate plan can help ensure the future strength of Vertus for generations to come.

You may include Vertus by:

• Naming Vertus in your will or trust
• Designating Vertus as a beneficiary of retirement assets
• Leaving a percentage or specific amount to the school

Sample Bequest Language

“I give and bequeath to Vertus Charter High School, Rochester, NY, the sum of $_____ (or ____% of my estate) to be used for its general charitable purposes.”

A life insurance policy can become a meaningful charitable gift by:

• Naming Vertus as a beneficiary
• Transferring ownership of an existing policy
• Donating a paid-up policy no longer needed for family protection

This type of giving may provide tax advantages while creating a future legacy for students.

Some donors choose to support Vertus through charitable trusts or other planned giving vehicles that provide income or estate planning benefits.

These may include:

• Charitable Remainder Trusts
• Charitable Lead Trusts
• Other planned giving arrangements

We encourage donors to work closely with their financial, legal, and tax advisors when considering these options.

Visit our Shield Society page to learn more about leadership giving opportunities and donor recognition.

Learn More

We encourage all donors to consult with their attorney, accountant, financial advisor, or estate planning professional when considering charitable gifts, planned giving arrangements, or tax-related strategies.

Vertus Charter High School is a qualified 501(c)(3) nonprofit organization and is happy to work with you and your professional advisors to help facilitate your charitable goals.