Advancement
Giving
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 jsise@emmawillard.org 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 |
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| 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 |
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| Phone: | 518-581-5008 or 800-581-5196 | |
| Fax: | 518-581-5055 | |
| Email: | thomas.e.clune@wfadvisors.com | |
| EWS Contact: | ||
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.
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).
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).