Information for Attorneys and Financial Planners

Suggested Bequest Designation Language

St. Margaret's School, a nonprofit institution, organized and existing under the laws of the Commonwealth of Virginia, with a principal business address of P.O. Box 158, 444 Water Lane, Tappahannock, Virginia 22560.

Planned Giving Contacts
Office of Development, St. Margaret's School
P.O. Box 158
Tappahannock, Virginia 22560
develop@sms.org
804-443-3357

Tax ID Number

St. Margaret's School Tax Identification Number: 54-0505886

Legal Name and Mailing Address for Distributions
St. Margaret's School
444 Water Lane
P.O. Box 158
Tappahannock, Virginia 22560

Account Information for Stock Transfers

Stock gift transfers may be made to St. Margaret's School Accounts at Davenport and Company or Morgan Stanley Smith Barney. Both companies notify St. Margaret's when a gift is made to our account, however, we also appreciate your notification regarding the transfer at develop@sms.org or (804) 443-3357. Account and broker information is as follows:

Davenport and Company

Investment Company: Davenport and Company

Investment Broker: Henry Valentine II
hvalentine2@investdavenport.com
(804) 780-2007

Investment Assistant: Marie Bart’e
(804) 780-2056

Investment Company Address:
One James Center
901 East Cary Street, 11th Floor
Richmond, VA 23219

Telephone: (800) 846-6666

School’s Account Number: 7949-4309

DTC Number: 0715

Morgan Stanley Smith Barney

Investment Company: Morgan Stanley Smith Barney LLC

Investment Broker: Thomas Dunkenberger
(540) 345-1555

Investment Assistant: Jodie Wertz
(540) 983-4907
Jodie.wertz@ms.com

Investment Company Address:
213 S. Jefferson Street, Ste 1600
Roanoke, VA 24011

Telephone: (877)449-4449

School’s Account Number: 936107574046

DTC Number: 0015

Powered by Finalsite