On behalf of current and future members of The Putney School community (and all whose lives will be enriched by your generosity), many thanks for considering a gift to Putney. Here are a few different ways you can give:
Donor-Advised Funds
If you use a donor-advised fund (DAF) to distribute your charitable contributions, this online tool simplifies and speeds up the process. (If you would like to know more about donor-advised funds, please contact Hugh Montgomery (hmontgomery@putneyschool.org or 802-387-6272) or the DAF of your choice.)
One-Time and Recurring Online Gifts
Make your gift online, either as a one-time or recurring gift. We accept direct debit, MasterCard, Visa, American Express, and Discover Card. You may also set up credit card gifts and direct debit contributions by contacting us at development@putneyschool.org. Please do not email credit card information.
Matching Gifts
Many employers will match contributions to Putney. Please check with your company’s human resources office to see whether your personal gifts can be doubled or even tripled by your firm. The process is usually simple and the additional support is much appreciated.
Gift Planning
Gifts that pay you income for life are a tool that can provide for both your family and for Putney. Charitable gift annuities and charitable trusts generally provide income during your life, tax deductions (both income and estate), and avoidance of capital gains taxes. There are a variety of gift planning options that can be used to help donors meet their obligations to themselves and their families while simultaneously supporting Putney now and in the future.
Endowment Gifts
Putney welcomes gifts to all existing endowment funds, as well as the creation of new named funds. Endowment gifts are a way to create a lasting legacy of support for The Putney School.
IRA Rollover
Now that Congress has made the IRA rollover permanent, you can make thoughtful contributions to Putney, satisfy your required minimum distribution (RMD), and avoid income tax you would otherwise have to pay on mandatory withdrawals. Read more about the tax-advantages of supporting Putney with your IRA.
Gifts of Real Estate or Personal Property
Gifts of real estate, art, musical instruments, equipment, furnishings, or other tangible property may make wonderful and useful gifts to Putney. Some types of gifts provide valuable tax benefits to the donor.
Donations of Stock
In order to help us process and acknowledge your gift in a timely fashion, please let the office know of your intent to donate appreciated shares before initiating transfer if possible. Please contact us at development@putneyschool.org. Stock gifts are acknowledged based on the date they are received in the Putney School account below. Please allow time for your broker to process your request, especially at the end of December and June.
Brokerage transfer of securities via First Clearing DTC to The Putney School:
Wells Fargo Advisors, LLC
DTC # 0141
Putney School Account # 3524-8094
Putney School Tax I.D. # 03-0179305
Andrew Rome, First Vice President-Investment Officer
Wells Fargo Advisors, LLC
PO Box 2469, West Brattleboro, VT 05303
andrew.rome@wellsfargoadvisors.com
802-251-0100 or 888-743-3003; fax 802-251-0220
If you have any questions regarding the above, please contact:
Hugh Montgomery
The Putney School
418 Houghton Brook Road
Putney, VT 05346-8675
802-387-6272
hmontgomery@putneyschool.org