Ways to Give
There are many ways to make a gift to Phillips Academy. Andover welcomes gifts by check or credit card, by mail, phone, or online. Contributions of appreciated securities or stock, corporate matching gifts, or planned gifts are also welcome.
If you wish to mail your gift, make your check payable to:
Trustees of Phillips Academy
Phillips Academy
Office of Academy Resources
180 Main St., Andover, MA 01810
Visa, MasterCard, American Express charges and gifts of securities are welcome.
- Stock Transfer Instructions
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Notify your broker of the following information:
- The securities should be transferred to Phillips Academy's account at Fidelity Investments; the account name is Trustees of Phillips Academy.
- Phillips Academy's DTC number is 0226.
- Phillips Academy's NEW account number is 479428167.
- Phillips Academy's Federal I.D. number is 04-2103579.
- Include the donor's name and the designation (i.e., Andover Fund) on the transfer.
For instructions on making gifts of stock, mutual funds shares, or thinly traded shares, please contact Barbarajean Jesmer by phone at 978-749-4298, by fax at 978-749-4678, or by e-mail at bjesmer@andover.edu.
Please be sure to give the name of the stock, the number of shares, and the designation. Without the name of the donor, Phillips Academy will be unable to sell the shares, and the donor will not receive credit for the gift!
Many people who own stock that has appreciated in value over the years are concerned about paying a large capital gains tax should they decide to sell the stock. A good alternative to selling the stock is to contribute the stock to Andover. It is a wonderful way to help the Academy. Subject to certain limitations, you may make a charitable gift of stock at a remarkably low after-tax cost.
- Cash Wire Instructions
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If you have any questions please contact Barbarajean Jesmer by phone at 978-749-4298, by fax at 978-749-4678, or by e-mail at bjesmer@andover.edu
Receiving Bank Name:
Bank of America
Receiving Bank ABA #:
026009593
Receiving Bank SWIFT CODE:
BOFAUS3N
Receiving Bank CHIP Participant #:
0959
Beneficiary Account #:
000011116221 (please use all 12 digits)
Beneficiary Account Name:
Trustees of Phillips Academy
Beneficiary Contact:
Mei Jiang, 978-749-4514
Reference:
Name of person to receive credit for wire (originator of wire, i.e. student, vendor or donor name)
- Matching Gift
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Increase the value of your gift by getting it matched by your employer.
Click here for the CASE (Council for Advancement and Support of Education) corporate matching gift database and instant online access to employers' matching gift programs.
- Gift Planning
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Andover offers a broad range of planned giving vehicles that provide a variety of benefits. For more information, click here or contact David Flash, director of gift planning, at 978-749-4297.
- Recurring Gifts
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Recurring online payments allow you the flexibility of making a Non Sibi gift to Andover by spreading your contribution over time. To make a recurring gift, you must select the “Frequency” option in section two of the transaction form.
- Online Giving
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To learn more about giving gifts online, visit the Andover Fund page. There you will have the option to make an unrestricted gift to the Andover Fund or choose a priority that is most important to you.