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 jsise@emmawillard.org or by phone: (518) 833-1831 for more information or any assistance we can provide.
Legal Name: |
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Emma Willard School |
Federal Tax ID (TIN): |
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14-1338390 |
Our Address: |
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Emma Willard School Office of Advancement 285 Pawling Avenue Troy, NY 12180 |
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DTC Stock Transfer Instructions: |
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Wells Fargo Advisors |
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Account Name: |
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Emma Willard School |
EWS Account #: |
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3081-5956 |
DTC #: |
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141 |
Address: |
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Thomas Clune, Financial Advisor Wells Fargo Advisors 37 Henry Street, Suite 201 Saratoga Springs, NY 12866 |
Phone: |
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518-581-5008 or 800-581-5196 |
Fax: |
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518-581-5055 |
Email: |
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thomas.e.clune@wfadvisors.com |
EWS Contact: |
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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.