Ways to Give
Check, Cash, ACH & Credit Card
Contributions may be made to WMS via check, cash, ACH, or credit card (Visa, MasterCard or American Express). Our mailing address is: Washington Montessori School, 240 Litchfield Turnpike, New Preston, CT 06777. 860-868-0551. Attention: Trish O’Reilly.
WMS Online Giving
Gifts may be made online through secure payment software, and now includes Venmo and Apple Pay.
Stock
We welcome gifts of securities. The following information, including complete wire instructions below, may be shared with your brokerage to facilitate your transfer:
Stocks, Bonds, Exchange Traded Funds
Union Savings Bank will accept gifts, on behalf of WMS, of publicly traded stocks, bonds and exchange-traded funds that are DTC eligible. Below are instructions on how to transfer DTC eligible securities.
Broker Name: Bank of New York Mellon
DTC #: 0901
Agent Bank DTC #: 80901
Institution ID #: 20588
Internal Account #: 116269
Account Name: WASHINGTON MONTESSORI ASSOCIATION
Account #: 9264
Mutual Fund Shares
Union Savings Bank will accept gifts on behalf of WMS of shares in publicly traded mutual funds. Instructions on how to transfer such mutual funds are unique to each fund and will be provided once the fund has been identified and approved for transfer by Union Savings Bank’s Wealth Management department. Please contact Kathy VanOrmer (860) 567-6430 or by email [email protected]
Please Note: If you are making a stock gift, please alert Trish O’Reilly ([email protected]) or Anne Fenton ([email protected]) so that we may confirm its receipt and acknowledge your contribution appropriately. Thank you.
To Contact The Development Office
Trish O’Reilly
Director of Development
860.868.0551
[email protected]