The 2027 Pennfield Fund

The annual campaign to support the Pennfield Fund raises unrestricted, tax- deductible gifts to support our yearly operating expenses, closing the gap between what is covered by tuition and the actual cost of running the school.

A pledge is a promise to donate by a certain date. You may wish to make a pledge now to be counted toward the Giving Day goals and matches but wait to pay at a time that is more convenient for you and your family. All pledges are due by June 30.

Gifts of all size are appreciated and welcomed. We hope that you will choose a gift level that is meaningful for you.

Donors who give $750 or more during the course of the fiscal year are recognized as members of our Leadership Giving Circles and receive special invitations to Leadership events throughout the year.

Recurring gifts allow you to divide your gift to The Pennfield Fund into manageable increments through convenient automatic deductions from your credit card or checking account, typically on a monthly basis.

Donating by transferring securities such as stocks, bonds, and mutual funds or cryptocurrency is a particularly beneficial way for you to support The Pennfield School since capital gains tax is avoided and the tax deduction is based on the value of the stock on the day of transfer.

You can easily donate securities or cryptocurrency to Pennfield, or initiate a donation from your Donor Advised Fund (DAF), through our online portal at every.org/pennfield

If you prefer, securities may be given to Pennfield by transferring them through your broker to Pennfield’s account at Edward Jones.

Pennfield Account #: 14623646 (1-1)
DTC#: 0057
The Pennfield School Tax ID#: 23-7131751
Broker: Jeff Dionne, [email protected]
Edward Jones
3001 East Main Road
Portsmouth, RI 02871
Direct phone: (401) 683-1385

All securities must be transferred into Pennfield’s name prior to being sold; otherwise, the donor will be responsible for paying capital gains tax on the appreciated asset(s).

You or your Advisor must notify Pennfield and Edward Jones when you are making a transfer. Due to security regulations, there are no individual names associated with an account on a stock gift; therefore, it is essential that you notify us so we may properly thank and credit you for your generous donation.

Many corporations will match donations so your gift will have double the impact on the school! Please consult with your corporation’s HR department to learn about matching gift opportunities.

If you know that your corporation will be sending Pennfield a match for your donation, please note this in the applicable field on the donation form so that we can be sure to connect the match to your giving and recognize your support for the combined total!

Individuals who are 70 1/2 years or older are able to make a donation directly from a taxable IRA instead of taking their required minimum distributions. This can have tax advantages for you.

Bequests have long been one of the easiest and most popular ways of supporting charities. As with any financial decisions, you should consult your financial advisors. If you are contemplating a gift to Pennfield, please let us know so we can ensure your gift will be used according to your directions. If you have questions about your philanthropy, please email [email protected] and someone will contact you.

The Pennfield School’s EIN / federal tax ID number is 23-7131751.

Checks payable to “The Pennfield School” can be mailed to:

The Pennfield School
Attn: Development Office
110 Sandy Point Avenue
Portsmouth, RI 02871