How Can You Support Stratford?

Capital Campaign

A capital campaign occurs during a specified period of time, usually a three to five year period, and provides funds for capital improvements or additions and allows for increases in the permanent endowment. Pledges to a capital campaign can usually be paid over a three to five year period. Prior to this time, the most recent Capital Campaign was "The Campaign for Stratford" which raised $4 million in capital and endowment gifts in the spring of 2003.

Excellence Never Rests - Phase 2

The Capital Campaign for Stratford Academy

PLEDGE ONLINE

Instructions for gifts of stock

Since its founding in 1960 with 117 student and 17 teachers, excellence has been at the core of Stratford Academy. Now, through over 50 years of academic leadership in middle Georgia, Stratford continues that tradition by providing superior preparation for our students to succeed at college and in life. This is born out both anecdotally and statistically by our students’ achievements in their college careers. Being the best has its burdens, however, as we must remain vigilant against satisfaction and constantly challenge ourselves to ever improve or we will forfeit our position of leadership. Put another way, Excellence Never Rests.

Now with approximately 900 students and a faculty and staff of over 150 Stratford’s growth and success again are placing demands on the physical infrastructure that supports the teaching and learning in our school. It is estimated that the total amount of knowledge in the world is now doubling every five years and at the end of the next five years it will be doubling every few months. Even now, Stratford is rising to the challenge of educating our children to prepare them for success in a world that is exploding with information, in which community is redefined by instant communication, and that increasingly depends on science and technology. To be successful we must ensure that our campus provides a safe place for our youth to be challenged both mentally and physically. In 2011, Stratford opened its state-of-the-art Science Center in response to our students' needs.

In the summer of 2005, the Head of School and the Board of Trustees published A Vision for the Future, a strategic plan for Stratford Academy. This document was the culmination of over two years of extensive internal assessments, external analysis and benchmarking. Many individuals, faculty, students, board members, parents, grandparents and alumni participated in the comprehensive strategic planning process. The result is a plan that reflects an effort not only to sustain but also enhance the quality, vitality and balance that are hallmarks of Stratford, and which sets it apart from its peers. It establishes clear goals and directions for the future while providing for an openness and responsiveness to emerging needs and ideas. The core elements such as academic excellence, a multidimensional educational experience, support of students, stellar faculty, communication, a sense of family, sound management and exceptional facilities, among other attributes, will be constants as they have been since the inception of the institution.

Currently our capital campaign efforts are focused on the Excellence Never Rests Phase 2. Phase 2 is a $4.5 million campaign which includes:

Cantrell Lower School Building - View >>

  • Construction of new Lower School building with significantly larger classrooms
  • Centralized main office
  • Large open floor plan with abundant natural light
  • Dedicated cafeteria
  • Science classrooms and labs for lower grades education
  • Updated technology

Stratford Student Activity Center - View plans >>

  • Repurposing of existing Lower School for art and music enrichment classes
  • Renovation of "Little Gym" to be a full-size gymnasium adequate for competitions, including coaches' offices and dressing rooms
  • Permanent location for after school and summer care program
  • Additional multi-purpose space for extracurricular programs

Naming opportunities for Phase 1 and Phase 2 begin at the $15,000 giving level. Click to see what spaces are available.

Phase 1 - COMPLETE!
Thank you to all the donors who made Phase I of the Excellence Never Rests campaign possible.

Science Facilities - $3,000,000

  • Four new Upper School labs and three new Middle School labs
  • Stefanis Lecture Hall - a lecture-style classroom space
  • Renovation of existing lab space
  • Smart Board technology and lab-station data collection and analysis
  • Dedicated prep room for each lab and space for storing equipment
  • Donor Brick Recognition Walk and Seal

Athletic Facilities - $1,650,000

  • Expansion and renovation of the Dr. John Paul Jones Field House
  • Upgraded locker rooms, Tommy Robinson Memorial weight room, coaches offices
  • Smisson Room - a multi-purpose room
  • Maurice Barnett Golf Pavilion
  • Jaime Kaplan Tennis Center - Eight hard courts, Lisa Fernandez Schlottman Field House and lighting (provided by a grant from the USTA)

Loop Road (Click to view) - $750,000

  • Construction of perimeter road
  • Controlled campus entry and exit
  • Redistributed traffic flow with access to all areas of campus
  • Improvements to parking
  • Additional lighting for safety

For further information about financially supporting the Excellence Never Rests Capital Campaign, please contact Kathleen Cook Medlin '88, Director of Institutional Advancement, at 478-477-8073 ext. 210 or kathleen.medlin@stratford.org.

For campus rendering click here.

Excellence Never Rests - Phase I Recognition Walk

Recognition Walk
A Brick Campaign for Stratford

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The design for the Recognition Walk for Stratford was commissioned to recognize campaign leadership and the field of donors who have generously supported the Excellence Never Rests capital campaign. Located between the new Stratford Science Building and the Stratford Library Building, the recognition walk is comprised of two parts: a seal design acknowledging donors at giving levels of $10,000+ and brick pavers with individual donor names


Loyalty Fund

Stratford depends on the loyalty and generosity of donors to the Stratford Loyalty Fund (formerly the Annual Fund) to sustain and enhance our great school. Tax-deductible donations to the Stratford Loyalty Fund bridge the gap between tuition revenue and the true cost of educating a student. We could not provide the depth and breadth of programs for our children without the generosity of donors who give so that Stratford can maintain, grow and continue to excel in academics, arts, athletics and community service.

This year is no exception. We depend on your generous support to provide the best for the students of Stratford Academy. Your gift will make all the difference in what we are able to achieve. Thank you once again for your past support and for your consideration in making Stratford a giving priority this year. Many thanks to all the Stratford parents who help to make our Loyalty Fund successful. Our goal is to raise $200,000 and post 75% parent participation for 2017-2018.

Pledge forms are available from the Institutional Advancement Office or donors can pledge online at http://www.stratford.org/onlinegiving.

Stratford, like most independent schools across the country, depends on the generosity of parents, alumni, grandparents, parents of alumni, faculty and staff, friends of the school and foundations to provide the extra measure of income needed to provide the best education possible for our students. For more information, contact Kathleen Cook Medlin '88, Director of Institutional Advancement, at kathleen.medlin@stratford.org.

Frequently Asked Questions

What is the money used for?

The Loyalty Fund comprises 3% of the annual operating expenses of the school. The money pays for salaries, supplies, equipment and everyday operating expenses. Aside from tuition income it is the largest source to the annual budget. Loyalty Fund amounts given over the budgeted amount allow for improvements beyond what is in the annual budget.

Why should we give?

Your gift to the Loyalty Fund is a vote of confidence in your school. The money is essential to the operation and continued strength and progress of Stratford. Your participation is a primary factor in whether or not we are able to secure funding from outside sources through grants and foundation gifts.

How much should we give?

The level of giving is a personal decision for each family. Your gift to Stratford is an investment with enormous returns. You are providing your best for your children and for all the students of Stratford Academy. Your gift of any amount is essential to the success of our school.

Why should my gift be unrestricted?

Giving an unrestricted gift to the Loyalty Fund is primary to the successful operation of the school. Unrestricted gifts are the first need. Beyond giving an unrestricted gift, many donors make an additional gift directed to a particular department or program that they wish to fund. These gifts are welcome and contribute greatly to the advances made in many areas of school life.

Pledge Deadline

Pledges and gifts for the 2017-2018 Loyalty Fund will continue to be received through the close of the fiscal year for Stratford, May 31, 2018.

Questions? Call the Institutional Advancement Office at 477-8073 ext. 210 or e-mail kathleen.medlin@stratford.org.

Georgia GOAL

ENROLLMENT FOR THE 2018 TAX CREDIT PROGRAM IS JUNE 1-DECEMBER 31, 2017.

Since 2008, there is a new Georgia Education Expense Credit that allows taxpayers to take a credit against their Georgia income taxes for amounts contributed to qualifying K-12 student scholarship organizations. In order to use this new program to increase the amount of financial aid Stratford Academy is able to offer families, we are working with the Georgia GOAL Scholarship Program, a state-approved student scholarship organization.

Under the new law, individual taxpayers receive a tax credit against their Georgia income tax liability for amounts contributed to the GOAL Scholarship Program up to $1,000 ($2,500 in the case of a married couple filing a joint return). Thus, if a married couple owes $10,000 in Georgia taxes, they can contribute $2,500 to GOAL for scholarships at Stratford and pay the remaining $7,500 to the state treasury.

Business entities can also receive a tax credit for amounts contributed to the GOAL Scholarship Program. C-corporations are eligible for up to 75% of their Georgia income tax liability, while other entities such as S-corporations, LLCs, LLPs, etc... are able to redirect up to $10,000 in tax liability.

In addition, amounts contributed to GOAL are deductible for federal income tax purposes. Currently, there is a $58 million cap on this program annually. This cap was met on January 1, 2015, for this tax year. It is anticipated that the 2016 program will reach the cap on opening day on January 1, 2016.

The GOAL Scholarship Program uses the contributions to fund K-12 scholarships for public school children who desire to attend private schools. The scholarships are also available for students who are eligible to enter kindergarten. Importantly, donors to GOAL can designate that their contributions be used in support of scholarships at Stratford Academy.

View Stratford Academy's 2016-2017 GOAL Good Stewardship Report.

Contributing to the Georgia GOAL program is simple:

  1. Complete the paperless application available at http://www.goalscholarship.org/for_donors/page/goal-paperless-process.
  2. On January 1, 2017, when the new tax year begins, Georgia GOAL will submit your application which has been held in queue.
  3. When your designation is complete, Georgia GOAL will send you the necessary information for your tax records.
  4. Participants are encouraged to file applications immediately. The program closes once the $58 million cap is met. Experts believe this will be on January 1, 2017.


To learn all of the details about the new law, the process for pre-qualifying and making your contributions, and the GOAL Scholarship Program, please visit the GOAL website at www.goalscholarship.org or contact Kathleen Medlin in the Stratford Institutional Advancement Office at kathleen.medlin@stratford.org or 478-477-8073 ext. 210. For admissions criteria or scholarship administration, please contact Lori Palmer, Director of Admissions, at lori.palmer@stratford.org or 478-477-8073 x203.

Frequently Asked Questions

Incentive Programs

Kroger Community Rewards

Stratford supporters can re-enroll for the new year from August 1-31. Register your Kroger Plus card at www.krogercommunityrewards.com and have a portion of your purchases benefit Stratford. This is a great program for Stratford families and supporters in middle Georgia to participate.

Publix Partners Program

Shoimagew the card at any Publix prior to your groceries or prescriptions being scanned. Up to 3% of the total sales can be earned. If you need additional cards, please contact Karen McCue in the Institutional Advancement Office at karen.mccue@stratford.org.

General Mills' Box Tops for Education
There are three easy steps for Stratford families to participate in Box Tops:

Clip- Clip Box Top coupons from hundreds of participating products and send them to school. Box Tops coupons are worth 10¢ each when our school redeems them from Box Tops for Education. There are collection boxes located in the Preschool, Lower School, Middle School, Upper School and Front Lobby areas.

Shop - Shop at your favorite online stores through the Box Tops MarketplaceSM (btfe.com/marketplace). Up to 8% of each qualifying purchase is automatically donated to Stratford. There is no additional cost to your purchase and many exclusive deals and discounts can be found! This is great for families who enjoy shopping online.

Buy books - Purchase books online at Barnes & Noble through the Box Tops Reading RoomSM. Our school will receive 6% of your new book purchases and 3% of all other online purchases.

This year, our Lower School classes will have a Box Tops Challenge. Which class can bring in the most Box Tops? What's the incentive? Stratford Lower School students want to bring in enough Box Tops to purchase a gift that every Stratford family will enjoy. Look for details to follow or contact the Stratford Advancement Office at 477-8073 if you have questions.

Office Depot - 5% Back to Schools

5% of qualiimagefying purchases made between July 21 and September 30 will be credited toward the school of your choice (please mention Stratford!). The credits will be used for the purchase of school supplies at Office Depot.

Target Guest Cards

Apply for a Target Guest Card credit card and 1% of your imagepurchases at Target will benefit Stratford. To inquire about Target's Take Charge of Education programs, call 800-316-6142 or visit a local Target store to apply.

Stratford Scrips Program

We’re pleased to share some exciting news about a new fundraising program for Stratford Academy. It’s called “scrip”, and it’s the fundraising program that works while you shop.

Scrip is simply a word that means “substitute money” – in other words, scrip is gift certificates from national and local retailers. They’re the same gift certificates that you buy at the store. Many popular retailers participate in our scrip program including Publix, Fresh Market, Sam’s Club/Walmart, Target, Barnes & Noble, Amazon.com, iTunes, The Gap, Marriott, and many, many others. Visit www.shopwithscrip.com for a full listing of the thousands of retailers who participate.

So, how do these stores help us raise money? It’s simple -- scrip participating retailers agree to sell gift certificates to our organization at a discount. Families like yours buy the certificates for full face value, they redeem them for full face value, and our school keeps the difference as revenue. And scrip is exciting, because everybody wins:

The retailer gets cash up front and repeat business… You get a powerful fundraising alternative that involves no selling… Our school gets a regular source of revenue.

The beauty of scrip is that you put your regular household shopping dollars to work. You earn money for our school without spending a single additional penny. Just spend your regular shopping dollars with scrip at the stores that participate in the scrip program! And scrip can be used for just about any household purchase including food, clothing, entertainment, gasoline and even dining out. With a parent base of 670+ families, the potential for Scrip success is tremendous.

The Stratford scrip program promises to be a simple and effective fundraising program. Feel free to contact Kathleen.Medlin@stratford.org or 478-477-8073 x210 with questions.

Cash & Carry Scrips

There are several scrip providers that the Advancement Office keeps on hand to be sold on a "cash and carry" basis. These are: Fresh Market, Publix, Walmart/Sam's Club and Target. They are available in different denominations. To purchase these scrips, please contact the Stratford Advancement Office.

Getting Started

1. Register your family in the Scrips Program at www.shopwithscrip.com. Look for the green box with family sign-up noted. Contact kathleen.medlin@stratford.org for the Stratford school code. Or, print this form and return to the Stratford Advancement Office.

Watch this You Tube video to see how shopwithscrip.com works:

2. Look over the thousands of scrips available through the https://www.shopwithscrip.com/Shop/default.aspx website. Either place your order for scrips online or contact the scrips coordinator. Weekly orders for physical gift cards should be placed by 12 noon on Tuesdays. Cards will be available after 12 noon on Thursdays.

3. Review all the ways that shopping with scrips can be easy - there's Presto Pay, ScripNow and Reload.

Need Help, Contact Scrips Coordinator

Scrips Coordinator:
Kathleen Medlin, Director of Advancement
kathleen.medlin@stratford.org
(478) 477-8073 ext. 210

Planned Giving

Planned Giving

If you would like to extend your support of Stratford Academy to make a lasting impact, there are several gift arrangements to choose from.

Whether you would like to put your donation to work today or benefit us after your lifetime, you can find a charitable plan that lets you provide for your family and support Stratford.

Online Giving Form

Gift Types and Policies

Stratford Academy is grateful for the gifts and support of our community that further its mission and assist in the operation of the School. The following School gift policies are in place to insure that gifts are:

  • appropriate to the mission and needs of the School;
  • impose no undue financial burdens (to display, store, insure, clear of legal restrictions, sell, etc.) on the School and the involve no significant or additional expense for their present or future display, maintenance or administration;
  • if restricted, are donated according to reasonably broad and flexible terms to maximize each restricted gift's usefulness to the School;
  • are donated according to terms that permit the School to apply the gift to a related purpose in the event that the designated purpose is no longer practical, necessary, or able to be performed.

Gifts-in-kind are accepted on a case-by-case basis, the primary criterion being that the gifts further the mission of Stratford Academy. Real property, such as land, buildings, rights and easements, must have a clear record and marketable title with verification provided by the donor. The School will review and evaluate such factors as sale and holding costs, current and future market conditions, encumbrances, liabilities, title, use or other restrictions and any potential environmental issues before accepting real property gifts. The School will typically sell these gifts shortly after acceptance.

Gifts of tangible personal property (artwork, vehicles, computer equipment, books, collections, jewelry, food and service for events, library books, CDs/DVDs, furniture and rugs for classrooms, common meeting places and living areas, maintenance vehicles, trees and other plantings. etc.) will be reviewed on a case-by-case basis. Gifts that are not used by the School for educational purposes will be disposed of in a timely and appropriate manner.

Questions or information about any of these gift types or policies should be directed to Kathleen Medlin, Director of Advancement, at kathleen.medlin@stratford.org or 478-477-8073 ext. 210.

Gift Types and Policies

With regard to fundraising at Stratford Academy it shall be the School’s policy to:

1) Only accept gifts that are for the bona fide benefit of the School.

2) Never accept gifts or contributions that imply a quid pro quo of favor to the donor.

3) Coordinate all development and fundraising activities through the Institutional Advancement office to avoid repeated asks for various causes that could potentially harass our student families.

4) Count gifts to the School according to the following policies to eliminate ambiguity and the potential burden which School Administrators or campaign volunteers may encounter in the process of soliciting or accepting gifts. Any questions which arise and are not covered in this policy will be addressed by the Institutional Advancement and Finance Committees.

a) Monetary Gifts: All cash gifts are accepted, assuming there are no terms that do not meet campaign criteria. Cash donations may be made as one payment, or as a pledge for several payments throughout the duration of the campaign. In the case of pledges, a signed capital campaign pledge form must accompany the gift. Verbal promises are not to be counted in campaign totals. Pledges may be paid monthly, quarterly or annually, and may continue over a period defined in the campaign.

b) Realized Bequests: Any bequest received during the campaign period, unless otherwise restricted, will be counted toward the campaign goal according to the amount actually received.

c) Gifts of Marketable Securities: All readily marketable securities are accepted and immediately sold by the School, unless the sale would depress the price of the stock, by request of the donor or by decision of the Board Finance Committee. In these cases, the sale of the stock will be delayed until a future date. The value of the gift will be determined by the average high and low market value on the date the donor relinquished control of the asset to the School.

d) Gifts of Securities that are not readily marketable: Gifts of not readily marketable securities are reviewed, and may be accepted if the following conditions are met:

1) Gifts of closely-held stock have an audited financial report to determine “book value.”

2) The security is ultimately convertible to cash within a reasonable time.

3) Ownership of the securities will not create a liability to the School.

e) Gifts of Real and Personal Property: All gifts of property (land, houses, paintings, antiques, equipment, rare books, etc.) are to be reviewed, and acceptance of such gifts approved by the Finance Committee or a specially designated committee of the capital campaign prior to acceptance. If the value of the gift exceeds $5,000, it must have an independent and certified appraisal provided by the donor that establishes the fair market value at the time that the School receives the gift. Property valued less than $5,000 may have the value determined by the donor. Gifts of real estate must be accompanied by a satisfactory environmental impact report, provided by the donor and acceptable by the School.

f) Gifts of property must be in “usable and/or saleable condition” and not have associated liabilities, as deemed so by the School. After acceptance, the property is immediately put to use or sold by the School. When the donated property is accompanied by an appraisal, the School may, at the donor’s request, wait up to one year to receive an offer at the appraised value. By law, the School must notify the IRS within three years of the sale of property in excess of $5,000.

g) Tangible In-Kind Gifts: All in-kind gifts are reviewed by the Head of School prior to acceptance. In-kind gifts must be eligible for a charitable gift deduction in accordance with current IRS standards, and reported at the fair market value placed on them by an independent, expert appraiser. Only items such as equipment, artworks, and the like, that would have been purchased by the School in absence of the gift during the period of the campaign, may be accepted and counted toward the campaign. Gifts not used may be accepted as personal property above and are to be sold immediately.

h) Intangible In-Kind Gifts: All in-kind gifts of labor shall be reviewed by the Head of School prior to acceptance. Such in-kind gifts must be eligible for a charitable gift deduction in accordance with current IRS standards. It shall be the preference of the School to have the donor invoice the School for the rendered services, the School pays the invoice, and then the donor makes a cash contribution of equal value to the School. Only services that would have been purchased by the School in absence of the gift during the period of the campaign may be accepted and counted toward the campaign.

i) Charitable Remainder Trusts and Gifts Annuities: Gifts made to establish charitable remainder trusts and gifts annuities are counted as endowment gifts at fair market value of the assets given, discounted to present value on an actuarial basis. All trusts and annuities are reviewed by the Finance Committee or a specially designated committee of the capital campaign. When accepted, the gift must be irrevocable.

j) Charitable Lead Trust: All trusts are reviewed by the Finance Committee, or a specially designated committee of the capital campaign. If accepted, the income received from the charitable lead trust during the campaign period, or during the pledge period is recognized as a gift to the campaign.

k) Trusts Administered by Others: Only the fair market value of assets placed in trust during the period of the campaign, to which the School has an irrevocable right to all or predetermined portion of the trust’s income, is reported and recognized in campaign totals.

l) Testamentary Pledge Commitments: After review by the Finance Committee, or a specially designated committee of the capital campaign, the testamentary pledge is accepted if it meets the following guidelines:

1) The donor is 65 years of age, or older, when the commitment is made;

2) The commitment is for a single of life or, if a double life, the second donor also conforms to the age 65 limitations;

3) There is a specific amount of percentage of the estate stated in the will based on a credible estimate of the future value at the time the commitment is made;

4) The commitment is accompanied by an irrevocable note or contract;

5) The amount of the gift of appreciable value (i.e.: property, securities, trusts) will be recorded at the current market value;

6) The gift of a stated amount of cash will be valued at present value, in accordance with accounting procedures.

m) Life Insurance: If a gift of life insurance is received, with no specific instructions from the donor, the Finance Committee will determine whether to surrender the policy for its cash value or maintain it in force. If the policy is surrendered for cash, proceeds will be credited to the capital campaign. If the policy is maintained in force, the face value of the policy will be counted in a deferred gift category of the capital campaign.

1) If the donor requests that the policy not be cashed, then the face value of the policy will be counted in a deferred gift category of the capital campaign.

2) A gift of non-paid-up life insurance will be treated the same as above, however, there must be adequate financial guarantees from the donor to assure future policy premiums will be paid until such time as the policy becomes a paid-up policy.

5) Establish and maintain a Memorial and Honorarium Fund to allow donors to make an unrestricted gift to the School in memory or in honor of an individual. Memorial and Honorarium gifts received by Stratford which are not designated for a specific department of the School will be placed in the Stratford Endowment Fund. The transfer for Memorial and Honorarium Funds to the Stratford Endowment Fund will occur at the close of each fiscal year. Donors will be recognized in the Annual Fund Report published by the School.

6) Encourage and allow the Establishment of Scholarship and/or Named Funds according to the following guidelines:

a) The named fund is greater than $25,000.

b) Any designated purpose is in keeping with the School’s Core Purpose and Core Values.

c) The donor does not set onerous restrictions on the fund’s use.

d) There are no restrictions placed on the fund’s investment criteria.

7) Not permit any outside organization to solicit Stratford students, parents, faculty, or administrators in the name of Stratford Academy.

Planned Giving

If you would like to extend your support of Stratford Academy to make a lasting impact, there are several gift arrangements to choose from.

Whether you would like to put your donation to work today or benefit us after your lifetime, you can find a charitable plan that lets you provide for your family and support Stratford.

Contact Us

Director of Institutional Advancement
Kathleen Medlin
kathleen.medlin@stratford.org
Tel: 478-477-8073 ext 210
Fax: 478-477-0299

Office Hours:
Monday-Thursday
8 a.m - 4:30 p.m
Friday 8 a.m. - 4:00 p.m