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(918) 742-3364

Endowment Gifts

Endowment funds are used to provide scholarships for students in need, to underwrite specific programs, and to maintain the campus and its buildings. Gifts made to the endowment are considered permanent funds with the principal held intact and the income generated by interest being used annually to support the intended purpose.

In-Kind Gifts

We welcome in kind gifts at Monte Cassino. Please reach out to the Development office before considering a gift of this type.  And please note, Monte Cassino does not assign a dollar value to any gift-in-kind received. It is the donor’s responsibility to assign this value.

Planned Giving

Planned gifts include bequests, annuities, charitable trusts, life insurance policies and other ways for making deferred gifts to Monte Cassino School. 

Stock Gifts

Gifts of stock can be made to Monte Cassino School. Please be sure to consult your tax advisor for specific tax information when considering a gift of securities. 

To transfer shares electronically to Monte Cassino, a donor should contact his/her broker. The donor should also advise Monte Cassino's Business Office that he/she has authorized the transfer, including donor's name, stock name, number of shares, transfer date, and purpose of gift as our broker does not receive notice of who transferred the stock.

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Monte Cassino Business Office:
Tracie Kutmas, Director of Finance and Operations
(918) 746 – 4146 or tkutmas@montecassino.org
 
Monte Cassino's Broker: Charles Schwab
Account Name: Monte Cassino School, Inc.
Account Number: 3950-1165
DTC Number: 0164
For questions and additional information please contact:
Joan Anderson, Director of Development 
at (918) 746-4120 or janderson@montecassino.org 
 
Monte Cassino School is a 501(c)3 non-profit organization. All sponsorships and donations are fully tax deductible to the extent provided by law.