Gift planning allows forward-thinking donors to align their charitable and estate goals. This page provides information about your options. We encourage you to consider this essential way to support Putney, to believe in its future and commit to its success.
Your support makes the
Putney experience work!
Here . . .
The arts, music, and theater are celebrated and shared.
Both individuality and community are prized.
Mistakes are made, and learned from.
Students come from over 20 different countries and can study and travel abroad for a trimester.
Your gift allows us to enroll students with wide-ranging backgrounds.
It provides for programs that support students with different learning styles. Your support helps attract and retain the brightest progressive educators from around the globe. 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.
Gift Planning
Bequests are a powerful way to give, and are vital to our vision. We invite you to join our Legacy Circle.
Endowment Gifts
Create a lasting legacy by supporting the programs at Putney that you care most about.
IRA Rollover
Make thoughtful contributions and avoid taxes you may have to pay on withdrawals.
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.
Real Estate or 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
Please email us of your intent to donate appreciated shares before initiating transfer if possible. Stock gifts are acknowledged based on the date they are received in the Putney School account below.
Brokerage Transfers
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:
DTC # 0141
Putney School Account
# ****-8094
Putney School Tax I.D.
# 03-0179305
Wells Fargo Advisor:
Bridget Bokum
Financial Advisor
PO Box 2469
West Brattleboro VT 05303
bridget.bokum
@wellsfargoadvisors.com
802-251-0100 or
888-743-3003;
fax 802-251-0220
We are happy to hear from you, answer any questions, or help you make a gift. Email Assistant Director of Development Carlotta Cuerdon, Director of Development Kalya Yannatos, or call 802-387-6248. Putney’s EIN is 03-0179305.
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