The 2026 Pennfield Fund
Help us to reach our goal.
WHAT IS THE ANNUAL CAMPAIGN FOR THE PENNFIELD FUND?
The annual campaign to support the Pennfield Fund raises unrestricted, tax- deductible gifts to support our yearly operating expenses.
WHAT IS A PLEDGE?
A pledge is a promise of a payment made by a certain date. You may wish to make a pledge to The Pennfield Fund and pay by the end of the fiscal year. All pledges are due by June 30.
HOW MUCH DO I GIVE?
There are different levels of giving and we hope that you will find a gift level that is right for you.
WHAT IS A RECURRING GIFT PROGRAM?
Pennfield’s recurring giving program allows you to divide your gift to The Pennfield Fund into manageable increments through convenient automatic deductions from your credit card or checking account.
HOW DO I DONATE A GIFT OF SECURITIES?
Transferring securities such as stocks, bonds, and mutual funds 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. 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.
DO YOU ALLOW FOR CORPORATE MATCHING GIFTS?
Many corporations will match donations so your gift will have double impact on the school! When you fill out your donation information, you will have the option to search for your employer. You will receive credit in our annual report for your total gift: your portion plus the match!
WHAT IS A QUALIFIED CHARITABLE DISTRIBUTION?
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.
HOW DO I SET UP PLANNED GIVING?
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.
WHAT IS RESTRICTED GIVING?
Restricted giving allows you to designate your gift to support a specific program, initiative, or need that’s especially meaningful to you. Whether it’s funding arts education, athletics, classroom technology, or financial aid, your donation goes exactly where you choose — making a direct impact on the area you care about most.
