WMS people

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). 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 our secure payment site. 

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 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 is 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 kvanormer@unionsavings.com

Please note: We’d appreciate your alerting Trish O’Reilly (toreilly@washingtonmontessori.org) or Carol Beebe-Mestel (cbeebemestel@washingtonmontessori.org) if you are making a stock gift 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 x2211

toreilly@washingtonmontessori.org