Giving Securities
Giving stock/securities as a charitable donation is a great way to help the school, to hold onto your cash reserves and still be able to gain significant tax breaks. You can learn more about the benefits of giving investments to charity here: How to Give Stock to Charity.
Stock Transfer Instructions:
Thank you for considering a gift of stock to Litchfield Montessori School. The following information can be provided to your brokerage in order to facilitate your transfer.
Vanguard DTC# 0062, Account #21887009 For the account of: Litchfield Montessori School, 5 Knife Shop Road, Northfield, CT 06778
Retirement Plan and IRA Required Minimum Distributions:
Required minimum distributions (RMDs) are the minimum amounts you must withdraw from your retirement accounts each year. You generally must start taking withdrawals from your traditional IRA, SEP IRA, SIMPLE IRA, and retirement plan accounts when you reach age 72 (73 if you reach age 72 after Dec. 31, 2022).
Leave a Legacy
Help strengthen and sustain our community for generations to come by making Litchfield Montessori School part of your estate planning.
For further information, please reach out to our head of school.
