Williamsburg Montessori School is a non-profit organization that relies on the generosity of parents, friends and members of the wider community to ensure the financial well-being of the School. Funds raised through annual giving support professional development for faculty, enrichment opportunities for our students, physical plant improvements, and the acquisition of new classroom materials.
Cash Gifts
Stock Transfers
A Gift From Your IRA
Real Estate Gifts
Life Income Gifts
Planned Giving
Community Rewards Programs
Writing a check to the Fund for WMS is the easiest way to make a gift. Gifts of cash are fully deductible up to 50% of your adjusted gross income. Many employers offer matching programs for charitable giving. If your company has a matching program, please enclose the form along with your check.
Because of the tax benefits, gifts of stock are often the most beneficial for donors. Transferring appreciated securities directly to a non-profit can eliminate taxes on gains. In addition, donors receive an income tax deduction for the full market value of the stock at the time of the gift. If you wish to make a gift of stock, please contact WMS at 757-565-0977 and we will provide detailed instructions on how to make the transfer.
The Pension Protection Act allows donors age 70 1/2 or older to make contributions from their Individual Retirement Account without paying income tax. The key provisions of this law are as follows:
1. You may contribute up to $100,000 from your IRA to publicly supported charities like WMS.
2. The transfer must made directly to WMS from your IRA. You cannot withdraw funds and then write a check to the school.
3. You must be 70 1/2 at the time of the gift.
4. You may not receive any benefits in exchange for the gift.
Your IRA administrator will need the following information about WMS in order to make the transfer:
1. Our legal name is “Williamsburg Montessori School”.
2. We are a qualified charitable organization under the Pension Protection Act as described in Section 170(b)(1)(A) of the Internal Revenue Code.
3. Our tax identification number.
4. Our mailing address is: Williamsburg Montessori School, 4200 Longhill Road, Williamsburg, Virginia 23188
Gifts of property can also enable donors to avoid sizable capital gains taxes.
Establishing a “charitable remainder annuity trust” can be an excellent options for donors considering a major gift. Trusts of this kind allow an annual return of 5% or greater, which can be paid to you or a loved one for life, after which the assets would be distributed to WMS.
Naming WMS in your will is another way of making the most of your gift. The federal estate tax takes between 40% and 50% of one’s estate at the time of death. By making a charitable bequest, you avoid that tax while providing for th WMS.
If you are interested in making a gift to WMS please call us at 757-565-0977 or e-mail at