WAYS TO GIVE
Contributions to Kingsley are tax-deductible to the full extent of the law and will be acknowledged promptly in writing for tax purposes. We are pleased to offer a variety of vehicles to make your gift.
Gifts Online
Please donate on the Give Now page. Please do not email your credit card information to us as it is not a secure means of sharing this information.
Gifts by Check
Please make checks payable to “Kingsley Montessori School”. They may be left at the front desk of either building or may be mailed to:
Kingsley Montessori School
Annual Fund
26 Exeter Street
Boston, MA 02116
Kingsley Montessori School
Annual Fund
26 Exeter Street
Boston, MA 02116
Matching Gifts
Many companies sponsor matching-gift programs that increase the charitable contributions made by an employee. Ask your human resources office for all matching gift forms and if you need information or assistance from Kingsley, please contact Sabrina Dwyer.
Planned Gifts or Gifts in Kind
Please contact Courtney Tomaselli for assistance and information.
Gifts of Appreciated Securities, Planned Gifts or Gifts In Kind
KEY DONOR BENEFITS OF A $10,000 GIFT OF STOCK WITH A COST BASIS OF $2,000
| CASH GIFT | STOCK GIFT | |
|---|---|---|
| Current fair market value of stock | $10,000 | $10,000 |
| Income taxes saved | $3,700 | $3,700 |
| Capital gains taxes saved* | $0 | $1,904 |
| Total tax savings | $3,700 | $5,604 |
*Assumes 20% capital gains tax and a 3.8% surtax on net investment income
- Please instruct your broker to initiate an electronic transfer to Kingsley’s BNY Mellon account. Your broker needs to know (and may request in writing):
- Type and number of securities to be given (example: 100 shares of IBM)
- DTC #: 0443
- Credit to: Kingsley Montessori School
- Kingsley’s Federal Tax ID: 04-2104370
- Wire to: BNY Mellon Securities Corporation, AIM# 106-9005, 144 Glenn Curtiss Boulevard, Uniondale, NY 11556-0144; Phone Number: 1-800-THE-LION
- Once the transfer has taken place, notify James Bonsey, Kingsley Business Office:
Email: jbonsey@kingsley.org
Phone: 617-226-4904 - Please forward the following information to Courtney Tomaselli, Kingsley Advancement Office:
Email: ctomaselli@kingsley.org
Phone: 617-610-2367- Type and number of securities to be given
- Your broker’s name, company, and telephone number
- Approximate value of the gift
- Anticipated date of the gift
- Designation of gift (Kingsley Annual Fund or Financial Aid)
- The gift will be valued on the day that the securities are received into Kingsley’s account. The mean market value on that day is used to determine the value of the gift for tax purposes.