Other Ways to Give
Your support of Purnell School is a tangible way to express your commitment to our future. There are many ways to make a gift to Purnell:
In addition to our Annual Fund, which provides immediate support during the school’s fiscal year, capital gifts provide long-term support of the endowment, new and renovated facilities, and a range of academic programs.
The Legacy Fund is Purnell’s unrestricted endowment. Gifts to the Legacy Fund in honor of Purnell’s Founders serve to celebrate the life work and clear vision of Lytt and Sis Gould.
Gifts of stock may be made by one of the two simple methods below. We ask you to first, please call Purnell at (908) 439.4017 to inform us that you are making a stock gift. This will prepare us to receive your gift and allows us to acknowledge your gift promptly.
(I) Electronic Transfer:
Call your broker to provide the number of shares and name(s) of the stock(s) you want to transfer, then instruct the broker to transfer the stock(s) to:
Morgan Stanley Smith Barney – Mount Laurel, NJ
Steve Cohen, Mike Slattery, Rachel Harvey
DTC# 0015 • Acct #: 672-029444-215
Please be sure your broker references your name in transfer instructions.
(II) Open a Brokerage Account:
Ask your broker to open an account in Purnell's name, transfer the securities to it, and sell them for Purnell.
Your broker should not sell the shares from your account since you then become liable for the capital gains.
Purnell's Tax ID# is 22-1756952
Advise your broker to contact Purnell for authorization to sell the securities and to remit the proceeds to Purnell.
Planned Giving is a term commonly used to describe a wide variety of giving vehicles that allow you to give to charity during your lifetime and/or after your death, while meeting your current income needs and providing for your heirs. Planned giving is typically done in conjunction with estate planning and is a viable option for donors of all income levels. From a Donor's perspective, Planned Giving often appeals to people who want to benefit a charitable organization but aren't certain how much of their assets they'll need for themselves during their lifetimes.
Listed below are some of the ways to consider a gift to Purnell School.
- A bequest through your will or trust
- A Charitable Gift Annuity
- A Charitable Remainder Trust
- Remainder Interest in a home, farm, or property
- A Charitable Lead Trust
- Gifts of Life Insurance
By establishing The Fides et Fidelitas Legacy Society, Purnell hopes to encourage members of the Purnell Community to plan for the future and to benefit from the many tax advantages available from giving to the school during the donor's lifetime.
To learn more about these opportunities, please contact our Advancement Office at (908) 439.4017.