Transforming Tax Credit Into Education with Katie Charles and Kristie Berg (Ep.8)
You want the best education possible for your child. Sometimes that education costs more than you can afford, regardless of how high above the poverty line you are.
In this episode, Brent Mekosh is joined by Katie Charles, the director of annual giving and stewardship, and Kristie Berg, the director of financial aid at Phoenix Country Day School. Together they outline the mechanics and benefits surrounding the Arizona Private School Tax while revealing the role of donations for students in financial need.
Katie and Kristie discuss:
- How individuals and corporations can redirect a portion of their income tax
- Who benefits from the Arizona Private School Tax Credit
- Potential concerns around the Arizona Private School Tax credit program
- How the program works compared to other financial aid programs
- And more!
Connect with Katie Charles and Kristie Berg:
Connect with Brent Mekosh:
- About Brent
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guests:
Katie Charles:
When Katie arrived at Phoenix Country Day School in 2014, she brought many years of fundraising experience and expertise to her position of director of annual giving and stewardship. Mrs. Charles says she feels so blessed to be part of the PCDS family and is truly grateful for all the ways the PCDS community supports its students, teachers, and staff. In her free time, Mrs. Charles enjoys spending time with her husband, kids, and lovable boxer dog.
Kristie Berg:
For over two decades, just about every PCDS family has received a warm welcome from Kristie, as she works closely with families during the admissions process and also handles all financial aid. She especially loves the Lower School Garden, and she is not afraid of getting a little dirty during the annual Kindergarten Mud Mania, which happens to be one of her most anticipated events. When she is not at school, Ms. Berg enjoys spending time with her family and friends, reading, and going on travel adventures, especially ones that include beachcombing.
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