Planned Giving

For Advisors

For Advisors

As a professional advisor, we know you value integrity, honesty, and taking the utmost care of the clients you serve. At Emma Willard School, we share those values when it comes to helping our donors consider and plan how to leave their charitable legacy at Emma Willard School. We welcome the opportunity to work with you to assist your clients with their charitable intentions or as you administer their estate gift. Please feel free to contact Jack Sise, Esq., Director of Gift Planning at or by phone: (518) 833-1831 for more information or any assistance we can provide.

Legal Name: Emma Willard School
Federal Tax ID (TIN): 14-1338390
Our Address: Emma Willard School
Office of Advancement
285 Pawling Avenue  
Troy, NY 12180   
DTC Stock Transfer Instructions:
Wells Fargo Advisors
Account Name:  Emma Willard School
EWS Account #:  3081-5956
DTC #:  141 
Address: Thomas Clune, Financial Advisor
Wells Fargo Advisors
37 Henry Street, Suite 201
Saratoga Springs, NY 12866
Phone: 518-581-5008 or 800-581-5196
Fax: 518-581-5055
EWS Contact:
Kate Jankowski, 518-833-1789, 

When transferring stock, the broker should include both their name and the donor’s name so the donor can be properly credited with the gift.
285 Pawling Avenue, Troy, NY 12180 | P: 518.833.1300 F: 518.833.1815
Welcome to Emma Willard School, a private day and boarding high school for girls in Troy, NY, and a leader in girls' education for over 200 years. 

PLEASE NOTE: All visitors to campus must check in with Campus Safety, which can be found at the red flag entrance to Sage Hall (Pawling Ave. entrance).