Please make checks payable to Washington Montessori School and mail to:
Washington Montessori School
240 Litchfield Turnpike, New Preston, CT 06777
Attn: Trish O’Reilly, Director of Development
Gifts may be made through our online payment site: Please Make a Gift Here.
To make a wire transfer please contact Carol Beebe-Mestel, CFO or Trish O’Reilly, Director of Development @860-868-0551.
BY SECRURITIES TRANSFER
To make a gift of stock please contact Trish O’Reilly @860-868-0551 or email@example.com. The following information may be shared with your brokerage to facilitate your transfer:
Stocks, Bonds, Exchange Traded Funds – Union Savings Bank will accept gifts, on behalf 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 firstname.lastname@example.org
If you prefer to make your gift by phone or to discuss alternative options, please call Trish O’Reilly @860-868-0551, ext 2211.
Thank you for your generous and loyal support of WMS.