Phillips Academy recently capped a record-breaking year in fundraising, attracting $54.2 million in new gifts and pledges between July 1, 2015 and June 30, 2016. Alumni, parents and the extended Phillips Academy community contributed $37.4 million in cash, including a record $12 million for the Andover Fund, a two percent increase over last year.
“I’m thrilled that over 9,000 members of our community chose to support Andover,” said Head of School John Palfrey. “Philanthropy touches virtually every aspect of the student experience and makes a tremendous difference in the daily life of the school, including need-blind admission, student wellness, and our incredible faculty, administrators, and staff.”
For the Andover Fund, 7,424 alumni gave $8.8 million and 1,565 parents and grandparents gave $2.8 million, including support from 768 current families.
In addition, 11.9 percent of Andover Fund gifts supported financial aid, with $1.4 million allocated to scholarships. As a result of its need-blind admission initiative, Andover relies on this annual support as well as income from endowed gifts to award more than $20 million in financial aid each year. Nearly half of the student body relies on this comprehensive support.
- Abbot Alumna Practices What She Preaches
December 10, 2015
Mae Concemi Bradshaw ’62, an estate and trusts attorney on the New Hampshire seacoast, knows firsthand the value of tax-smart charitable giving. Fortunately for Andover, she practices what she preaches. Mae has established a number of planned gifts for Phillips Academy, including a charitable remainder trust and several Andover gift annuities.
Her forethought and generosity are inspired by her appreciation of the excellent education she received at Abbot Academy. An honor roll student, Mae loved studying, sports, and student government. And as one of a handful of day students, she felt she had the best of both worlds: she could live at home while attending Abbot, invite friends for home-cooked meals with her family, and, she says, go to the movies with PA boys on Saturday nights.
Mae chose gift annuities not only because they eventually benefit the Academy; gift annuities are tax-deductible and also provide a fixed income stream at a favorable rate. Because she is not looking for additional income right now, Mae opted for deferred gift annuities that will begin paying in future years. The tax deduction can still be taken the year she makes her gift to Andover and, furthermore, by wisely “laddering” her annuities, each successive contract has a higher payout rate.
Throughout her years as an Abbot alumna, Mae has exemplified the non sibi spirit by serving on the Alumni Council and Annual Giving Board, as class agent for the Abbot Class of 1962, and most recently on the Abbot Engagement Committee. Mae’s life has been one of service to various organizations in her community and beyond, including board-level leadership of the Exeter Rotary Club, Rye Heritage Commission, Rye Capital Improvements Program Committee, and New Hampshire SPCA Foundation.
To learn more about gift annuities or other life income gift arrangements, contact Connie Pawelczak, associate director of Gift Planning, at 978-749-4529 or email@example.com.
- Phillips Academy fundraising reaches new heights
August 20, 2015
In the 2015 fiscal year (July 1, 2014 – June 30, 2015), Phillips Academy raised $34 million in new gifts and pledges and $37.4 million in cash. The many highlights this year include: a new 25th Reunion Gift record of $8.6 million led by a cohort of superb Class of 1990 volunteers; the Class of 2005 reached new heights with 55% participation; and the Class of 1945 celebrating their 70th Reunion set new records with 93% participation and $4.5 million.
“Many factors contributed to this year’s success,” said Director of Development Nicole Cherubini, “including the tireless efforts of our volunteers, who made Phillips Academy a living, breathing priority to their friends and classmates as well as the incomparable leadership of John Palfrey and the Board of Trustees.”
The Academy raised $11.8 million for the Andover Fund —an all-time high—representing a 20.6% increase in unrestricted support over the previous year.
In addition, donor count and participation rates rose in FY15 for both alumni and parents. Alumni reached 33.3% [6,551 donors] compared to 32.6% [6,326 donors] the previous year. Parents hit 59.8% [593 donors] compared to the previous year’s 51.5% [526 donors].
More detailed information on individual class results can be found at www.andover.edu/classresults.
In addition, Andover recently welcomed some new faces to its fundraising team, including Stephen Rodriguez, Director of Annual Giving, who joined annual giving staff Connie Ferreira, Diane Glynn, Jen Hout, and Cathy Sanders.
- Senior Parent Profile: Cathy Rasenberger P'15
July 6, 2015
A dedicated Andover volunteer, Cathy Rasenberger joined the Andover parent community ready to make a difference. Cathy and husband Dimitri Sevastopoulo are the parents of recent graduate Marc Sevastopoulo ’15.
In 2011, when Marc was a junior, Cathy made it her mission to lead and grow an early effort to convene Andover parents in the New York City area. Today, this parent breakfast program is well established and broad in size and impact. Mothers and fathers from the area enjoy getting together throughout the year to share experiences and advice and act as an important resource for new families.
Cathy volunteered for four years on the Parent Fund Committee and served as a member of the Parent Fund Leadership Council. She soon found ways to expand her fundraising effectiveness, coordinating with the Office of Academy Resources and helping to grow resources for the boys’ and girls’ crew program. Most recently, Cathy spearheaded a targeted short-term effort to raise funds to send the crews and coaches to England for the Henley Royal Regatta and Henley Women’s Regatta, two of the world’s most prestigious rowing competitions.
Becca Brewster, PA’s director of parent giving, highlights that “Cathy shares remarkably positive and caring energy for Andover, and we have been truly fortunate for her involvement and partnership as a PA parent.”
Cathy’s leadership of the New York parent community serves as a model of community building and engagement, which is mirrored in similar efforts in other areas of the country, including Chicago and Northern California. Along with offering a friendly forum for the discussion of experiences and common concerns, regional groups such as these help families coordinate travel and vacation logistics.
We are sincerely grateful to Cathy for her tireless work for Andover and to the many parent volunteers who make time to support the Phillips Academy community.
If you are interested in starting a parent group in your area, please contact Stacy Gillis in the Parent Development office (978-749-4275 or firstname.lastname@example.org).
- The heart of a champion
by Victoria Harnish
June 8, 2015
“Embodied in this scholarship is that moment of surprise when you realize that you belong at Andover because a man named Richard J. Phelps believes in you,” said Jim Ventre ’79, dean of admission and financial aid. On a lovely May evening, more than 150 alumni, current students, parents, faculty, and friends gathered on campus to celebrate the 25th anniversary of the Richard J. Phelps Fund for Scholar Athletes.
In any given year, the fund supports about 20 outstanding students who excel in both academics and athletics. Since its inception in 1990—and including this fall’s incoming class—185 students have been named Phelps Scholars. “It will be quite some time before any other institution reaches that depth of generational support,” said Ventre.
Exactly 71 years ago, Phelps first learned of Andover. He was on campus for a baseball game, pitching for Watertown High School. His team won that day, but Jim Gould, Andover’s treasurer, approached Phelps as he was walking off the field. Gould asked him about his grades and whether he’d consider attending Andover. Although interested, Phelps knew his family could not afford Phillips Academy. Gould and others knew better. They made certain that financial circumstances would not prevent Phelps from attending.
“It is you, Mr. Phelps, who taught me that through hard work, kindness, and generosity, you can change someone’s life—as my life has been changed—and you can inspire someone forever,” said Bobby Spang ’05, who played football, hockey, and baseball at Andover. Spang is currently an orthopedic surgical resident at the Harvard Orthopedics Combined Program at Massachusetts General Hospital.
Meredith Hudson Johnston ’01 played field hockey, ice hockey, and lacrosse at Andover and was named The Boston Globe New England Prep School Female Athlete of the Year in 2001. “Perhaps the most important lesson I learned through Mr. Phelps was that of loyalty,” said Johnston. “To be loyal and to have…character and integrity—these are qualities that will always outweigh being the smartest person in the room or the fastest on the field.”
Along with student and alumni reflections, guests enjoyed a film tribute to Phelps, produced by Charlie Stuart ’62. Ever humble, Phelps was overwhelmed by the outpouring of gratitude bestowed upon him by the PA community that evening. He reminded everyone that the gathering is a celebration of the scholars and their families.
“I would like to recognize another group that was very important and influential in you becoming Phelps Scholars—your parents,” said Phelps. “I am sure you would not have been selected Phelps Scholars if your parents hadn’t demanded excellence from you in the classroom and encouraged your athletic endeavors.”
A former alumni trustee, Phelps has served in key leadership roles for the Parent Fund and Grandparent Fund, the Addison Gallery Board of Governors, and the Academy’s Financial Aid Task Force, which helps secure the perpetuity of Andover’s need-blind admission initiative.
“In Mr. Phelps, we have discovered the heart of a champion,” said Ventre. “His exceptional display of service to others is embedded in the Phelps Scholarship, and his heroism is cherished each year as we celebrate the continuing contribution Mr. Phelps makes on behalf of our students.”
- Wellness Center Will Celebrate Becky Sykes
May 28, 2015
On a recent visit to campus, we had the opportunity to see firsthand the remarkable progress of the Rebecca M. Sykes Wellness Center. It moved us deeply to see the emergence of a lasting tribute to the legacy left by Becky Sykes on this school.
A beloved leader with a distinct professional path, Becky served as a teacher (Life issues and PACE), counselor, cluster dean, CAMD dean, Associate Head of School, and so much more. Her unofficial role as mom-in-residence perhaps touched us most deeply. She advised us in our studies and personal lives, remembered our birthdays, counseled us when we were struggling. She cheered us at athletic events, performances and presentations. She probably holds the record for having purchased the greatest number of box office tickets in school history.
With incredible momentum and early success driving our fundraising efforts for the Sykes Wellness Center, we look forward to its dedication next spring. We invite all who wish to honor Becky to join this exciting initiative.
Thank you in advance for your commitment. Through our collective support, Andover students will enjoy an integrated, modern facility and the best physical and emotional wellness care available at a secondary school.
Rejji Hayes ‘93
Tom Israel ‘62
Chien Lee ‘71
Gary Lee ‘74
Allison Picott ’88
- Endowment Ensures Phillipian’s Future
by Adam Roberts
October 24, 2014
“There is not a single class at Andover where I could learn team management, fiscal planning, customer service, writing technique, and time budgeting all at once. The newsroom truly is Andover’s greatest professional laboratory.”
—Stephen Moreland ’14, former Editor in Chief
Student journalism is alive and well at Andover, thanks in part to the many generous donors who contributed to the Phillipian Endowment Fund, which recently reached $650,000, surpassing its goal of $500,000. Since 1878, The Phillipian has provided students with an uncensored voice and countless real-world business and journalistic experiences.
"Alumni and parents answered the call to guarantee The Phillipian's future and we couldn't be more grateful," said Nina Scott, English Instructor and Phillipian advisor. "During this campaign decades of alumni became connected once again to their paper and to the current editors, who feel inspired by and wildly grateful to them."
Like many local and national news outlets, the weekly newspaper experienced financial difficulties following the 2008 economic downturn. Although popular with students, alumni, and parents alike, the award-winning Phillipian has barely broken even in the past several years.
Income from the endowment will primarily be used to enhance The Phillipian’s online presence and also enable on- and off-campus learning, enrichment, and networking opportunities for staffers. Students will continue to be responsible for generating advertising revenue, managing the paper like a small business, and producing each weekly issue within an established budget.
- Wellness Center Construction Underway
July 29, 2014
Construction teams razed Merrill House today to make way for the new Rebecca M. Sykes Wellness Center, marking the beginning of an exciting new chapter for students, faculty, and the Andover campus. In August, crews will begin installing utilities and drilling 19 geothermal wells, each more than 500 feet deep.
“The wells replace what would be a cooling tower to provide air conditioning in the summer,” says Project Manager John Galanis. “In the winter, they’ll heat the building, along with a backup boiler. Once the wells are in, then it’s on to the foundation in September, and structural steel in October and November. We should be up and running in early 2016.”
The two-level, 17,000-square-foot building will integrate and update Andover’s health services under one roof, and better meet the community’s needs, which have outgrown the Isham Health Center. The new wellness center will combine traditional medical services and psychological counseling with a wide variety of important new programs, including personal health assessment, yoga, and meditation.
Thanks to alumni and parents who generously supported the project early on, we’ve made great strides toward our $12 million goal, raising $10.6 million in gifts and pledges to date.
Early supporters of this project have been key to its momentum. Special thanks are due our fundraising cochairs, trustees Tom Israel ’62 and Chien Lee ’71. We also would like to express our gratitude to trustee Scott Mead ’73, Dick Wolf ’64, Christina and Richard Wang, P’16, ’18, and Stephen King ’83. Also showing their early support were overseas alumni and parents from China, Hong Kong, and Korea.
Read more about the center and watch Head of School John Palfrey’s message about this important project.
- An Ode to Shakespeare—and a Former Dean
He is equally comfortable behind the scenes, producing Broadway plays, and in front of the classroom teaching constitutional law. Nicholas Quinn Rosenkranz ’88 credits Kelly Wise, longtime Andover faculty member and former dean of faculty, with his passion for theatre. “Wise’s legendary Novel & Drama class was the most difficult course that I took at Andover—and also the best,” says Rosenkranz. “We read a superb novel or play each week and did college-level analysis. This class was every bit as rigorous as any in the English department at Yale.”
Rosenkranz, who majored in English at Yale, continued directing plays while a student there. Following graduation, he served as the literary manager of the Atlantic Theater Company and assisted Pulitzer Prize–winning playwright David Mamet on a few productions in New York City. Eventually, Rosenkranz returned to Yale to earn a degree in law and went on to clerk for Judge Frank Easterbrook on the U.S. Court of Appeals for the Seventh Circuit and then Justice Anthony M. Kennedy on the U.S. Supreme Court. He also worked in the U.S. Department of Justice, Office of Legal Counsel, before joining the faculty of Georgetown Law.
Through the years, though, his passion for theatre remained. He continues his involvement by serving as a board member of Elevator Repair Service, an acclaimed avant-garde theatre company in New York. And he recently produced Mamet’s Race and Tom Stoppard’s Arcadia, both on Broadway.
“I discovered my love of theatre while at Andover,” Rosenkranz says. “The first show I directed—Tina Howe’s Painting Churches—was in the Drama Lab in 1988.” On the occasion of his 25th Reunion, Rosenkranz created The Rosenkranz Shakespeare Fund, which will help the theatre department in perpetuity. A tribute to Wise, who will retire at the end of the year, the fund will support at least one major theatrical production per year, with a preference for William Shakespeare’s plays.
In mid-December, Andover’s Department of Theatre and Dance produced Shakespeare’s The Comedy of Errors—the inaugural Rosenkranz Shakespeare Fund play at Andover. “We are excited about the possibilities this gift enables,” says Erin Strong, chair of the Department of Theatre and Dance. “This fund makes it possible for us to enhance production design elements such as costumes and set, think outside the box, bring vibrant guest artists in to contribute to our productions, and produce shows we may not otherwise have considered in the past.”
The Comedy of Errors, directed by theatre instructor Kevin Heelan and performed in
Steinbach Theatre, was the Academy’s first Rosenkranz Shakespeare Fund play. Clockwise from top: David Benedict ’15 as Antipholus of Ephesus, Liana Brooks ’15 as a courtesan, Esther Cohen ’14 as the second merchant and Gabriel Braunstein ’16 as Luciana, Adella Pierre ’14 as Angelo, and Theodore Perez ’16 as Balthasar
Photos by Neil Evans
- Developing a New Model of Health and Wellness
March 6, 2014
The Rebecca M. Sykes Wellness Center will be a bold, physical statement about the importance of comprehensive care and each student’s personal health and well-being. The center will combine medical and psychological counseling services under one roof and provide generous space for health education and wellness programming.
“There can be no higher priority than ensuring the health and well-being of our students,” said Head of School John Palfrey. “Our goal, through this new building and programming, is for Andover students to have every opportunity for academic achievement and personal fulfillment.”
Named in honor of former associate head of school Becky Sykes, the center will recognize a legendary administrator, dean, advisor, and teacher whose 40 years of service centered on PA’s students. Sykes left the Academy in summer 2013 to become president of the Oprah Winfrey Charitable Foundation.
During the spring 2013 Trustee Weekend, Medical Director Dr. Amy Patel outlined the current state of Andover’s health services and education and the need for better integration. “The wellness center and its staff will be the heart of a program focused on each student’s individual growth and intellectual development—a facility fully integrated into the educational and residential life of the school,” she said.
While there is urgency on the structural front due to the deteriorating condition of Isham Health Center, there is also a growing programmatic need. “Societal changes have increased stress on all adolescents,” said Patel. “In recent years, we have seen an increase in students seeking support for psychological, medical, and social issues; this adds a layer of complexity to students’ educational experiences.”
The new wellness center will be located in the neighborhood of Bulfinch Hall and Shuman Admission Center—closely aligned with the Academic Skills Center, residential programs, and athletic training facilities. It will be the school’s first new building construction since Gelb Science Center opened in 2004.
Reflecting Andover’s commitment to global sustainability, the building’s features will include geothermal heating and cooling, a green roof, and an energy dashboard, with the goal of achieving LEED Silver certification from the Green Building Council.
Thanks to the generosity of lead benefactors, Andover has secured commitments totaling approximately $6.5 million toward the $12 million goal.
- Connections That Create Chain Reactions
January 29, 2013
“Here I have the opportunity to mentor in the classroom, in the dorm, as a club advisor, and at the dinner table. When you can connect with kids and help them develop strengths and passions that they may not see in themselves, and then see the chain reaction as they do the same for others—that’s creating positive change.”
--Linda Griffith, dean of CAMD (Community and Multicultural Development) and instructor in English
Linda believes mentoring is at the heart of making a difference in our world. Andover provides the perfect environment to fulfill that passion. In Hector Kilgoe ′11, she saw a budding scholar, mentor, and leader. “Hector is a role model to younger students. He wanted to develop a broader worldview of race, gender, class, and issues of ethnicity, not just for his own knowledge, but to improve the situation and experiences of the underserved.”
“Mrs. Griffith trusted me and made me feel like I was important. She nurtured this mentoring spirit in me. I knew immediately with her that the CAMD office was the place for me. She taught me the importance of putting in the time and effort to gain someone's trust so that they know that you're someone they can come to for help.”
--Hector Kilgoe ′11, University of Pennsylvania class of 2015
At Andover, Hector served as coordinator of the Afro-Latino-American Society mentoring program which connects ninth graders with older students. He also served as co-head for Alianza Latina and on the board of CAFÉ (Community Awareness for Everyone). He was awarded the Kingsbury Prize for outstanding character.
At Penn, he continues to support and encourage Andover students as they navigate new academic and residential experiences. He is majoring in Religious Studies and plans to declare a second major in East Asian Languages and Civilizations, focusing on China.
“Knowledge with goodness” is the foundation of Linda Griffith and Hector Kilgoe’s relationship. Students who are mentored are inspired to mentor others--leaders who make a difference in our world.
- Triple Threat Volunteers:
Archaeology, Arts, and Science
by Victoria A. Harnish
Anthropology, molecular biophysics, music, and art history are the
varying expertise that the Schmertzler family has offered to Andover
over the years. With a degree in anthropology and a Cherokee heritage,
Kuni, P’05, ’07 was quickly drawn to the Robert S. Peabody Museum of
Archaeology when her sons attended Andover. A dedicated volunteer,
she has been a member of the Peabody Advisory Committee for the
past five years. During this time, the Peabody Museum has undergone
a transformation through lead gifts from the Schmertzlers, Robin and
Marshall P. Cloyd ’58, P’88, ’95, ’03, and Oscar L. Tang ’56.
With a vastly improved financial outlook and the completion of a
much-needed renovation, the Peabody Museum is one of the gems of
the Academy. “The museum offers students a surprisingly rich portal
to timely and unique opportunities that extend well beyond Andover’s
campus,” Kuni explains. Founded in 1901, the museum always has been
an important center for archaeological research and education, but in
the 21st century it also serves as a platform for experiential education.
“Experiential learning through the Peabody crosses important disciplines,
including history, hard and social sciences, languages, environmental
stewardship, cross-cultural awareness, and leadership, to name
just a few,” says Kuni.
A quintessential non sibi family, Kuni and Michael graciously share their knowledge with the Peabody, the Addison Gallery of American Art, and the Academy’s leadership. A scientist, Michael ’70 first became acquainted with Andover through the Addison Gallery. “My parents took me to the Addison on a beautiful spring day for a chamber concert,” he remembers, “after which they manipulatively suggested I consider the summer school. I so enjoyed Summer Session that I walked into the admission office at the end and asked how to apply for the fall.”
A former alumni trustee and a member of both the Addison’s Board of Governors and Development Committee, Michael often could be found in the student art center in the late 1960s. “I made a point of traveling through the Addison on my way out of the art center,” he says. His fondness for the collections there and the building itself continues today, and he and Kuni were instrumental in helping the Addison toward its campaign goals for renovation and endowment.
In addition to their support of the museums, the Schmertzlers also have created two endowed funds: a teaching foundation for life sciences and the William E. Thomas Fund for Musical Education. “William was one of the immensely dedicated, gifted, wonderful, idiosyncratic, and demanding sorts of faculty whom students are so fortunate to encounter at Andover,” says Kuni. “He was a master at integrating the joy and beauty of music with the discipline and skills it teaches in practice, ensemble playing, and performance.” The Schmertzlers’ two sons, Ian ’05 and Ethan ’07, were teachers in the Andover-Lawrence Strings—a community service program that Thomas founded. Today, Andover students continue to provide training in music theory and instruments to Lawrence children through this program.
The Schmertzlers’ fund offers support to Andover students who cannot afford music lessons, instruments, and participating in music tours. “Making lessons and involvement in music accessible to more students seemed both a fitting way to recognize William and to support the values of the Academy,” Kuni says.
Nearly every area of the Academy has benefitted from Michael and Kuni’s boundless dedication and tremendous generosity. It is the sense of community and the strength of the faculty, they say, that drives them to serve the school. “Some of Andover’s faculty will be among the most impactful that students will have; they are especially adept at developing invaluable independent, creative, critical thinking skills,” Michael says. “The end may depend on the beginning, but as a beginning, Andover is a worthy end in itself.”
- Continuing Traditions
by Looking to the Future
by Victoria A. Harnish
It was on his first trip to China, shortly after the borders had
been opened, that Joe Tatelbaum ’78 became enthralled.
“I was offered a chance to be an exchange student there
while at Northwestern,” Tatelbaum says. “I thought I
would go for a year and then get life started. It turns out
life started while I was there.” A resident of Shanghai
since 1982, Tatelbaum credits Andover with being the
first school to widen his view of the world.
“My teachers pushed me to think beyond the conventional,”
says Tatelbaum. And that guidance has helped
to propel him in business, first with a sportswear company
that he founded and now with a new entrepreneurial
venture. Dedication, foresight, and a non sibi attitude
have helped Tatelbaum flourish in China. “Ted Sizer, Tom
Regan, Vic Henningsen taught me that there is no shortcut
to hard work; you can’t fake it,” he explains.
Tatelbaum, a native of Massachusetts, feels a strong
commitment to both his adoptive country and his alma
mater. “The relationship between China and the United
States will be very important for the foreseeable future,”
he says. “I hope that Andover’s instructors and curriculum
can encourage in students an understanding of and,
perhaps, a fascination with China.”
To ensure that Andover has the resources needed to support
the chair of the Chinese department, Tatelbaum and
his wife, Grace Wang, generously have created an endowed
“When I graduated from Andover, alumni and parents
had supported the school for 200 years,” he says. “Now,
Grace and I want to continue the traditions of the Academy
for future students.”
As students and their world change, so too must the
teaching that guides them. Andover’s approach, according
to Assistant Head for Academics and Dean of Faculty
Temba Maqubela, P’03, ’06, ’11, is to “foment evolution,”
being careful to preserve the best of the past while identifying
the most promising of the new. By creating the
Josef Tatelbaum and Grace Wang China Studies Fund,
Tatelbaum and Wang have “invested in academic excellence
and innovation,” says Maqubela. “Their thoughtfulness
will help Andover prepare students for service
and leadership in a global context.”
- Growing Legacy that Puts Students First
by Victoria A. Harnish
Andover’s scholarship to honor Barbara Landis Chase’s 18-year tenure continues to grow with the help of Abbot alumnae. In December, Oscar Tang ’56 announced the creation of the scholarship with a $1 million gift from the Abbot Academy Association. Donna Brace Ogilvie’30, P’66, GP’87, ’89, ’94 and Tang quickly added to the Barbara Landis Chase Scholarship Program. Since then, nearly 50 Abbot alumnae have joined in honoring Chase by contributing to the fund. “Barbara has done a wonderful job at PA and has shown her care for Abbot alumnae and the Abbot campus,” says class secretary Nancy Donnelly Bliss ’54.
Combined, Abbot Academy and Phillips Academy alumni have contributed significantly toward an overall total of more than $5 million in gifts and pledges. “This fund is a wonderful way to honor Barbara, and it’s particularly special to Abbot alums given that it is the Abbot Academy Association’s creation,” adds Bliss.
Chase was an early champion of Andover’s need-blind initiative, which the board voted to endorse in 2007. The policy took effect in 2008, and, thanks to generous support from alumni and parents, it survived the global economic downturn to remain a defining value of the school. Currently 46 percent of students receive financial aid; 13 percent are on full scholarship.
MAKING A GIFT
To honor Barbara Landis Chase with a gift to her namesake scholarship program, please contact Connie Pawelczak in the Office of Academy Resources. If you would like to make a gift in honor of Chase to current-use scholarships—a priority of the Andover Fund—please visit www.andover.edu/honorBLC.
- Writing the Next Chapter of Storied Bulfinch Hall
by Victoria A. Harnish
The Bulfinch Hall renovation recently received a boost from a group of 50 alumni and parents in Asia, with gifts totaling more than $1 million. Restoration of the building and construction of a small addition will begin in June and will be completed by December.
Providing generous support to the project are five members of the Asia Council—Henry Cho ’83 (Hong Kong), Byung-Pyo Kim ’79, P’05, ’13 (Seoul), Stephen King ’83 (Hong Kong), Xiang-Dong Yang ’83 (Hong Kong/Shanghai), and Yichen Zhang ’82, (Hong Kong/Beijing). The Asia Council works with leadership of the Academy to identify opportunities to engage alumni and parents in the region.
XD Yang’s and Yichen Zhang’s gifts will fund the construction of the media classroom, located on the ground floor of the building. The room will be named in honor of Bardyl Tirana ’55, who sponsored the first students from China’s Harbin Institute of Technology. It was the late 1970s when Josh Miner traveled to the Chinese Embassy in Washington, D.C., hoping to initiate Andover’s recruitment efforts in the People’s Republic. Tirana, working in the area at the time, happened to see this legendary dean of admission walking down the street. When he greeted Miner and asked why he was in town, Miner explained his objective, adding that he was making no progress. Eager to help, Tirana offered to make some connections. Their chance encounter led to Andover’s partnership with the Harbin Institute of Technology in the 1980s. The program, which brought Harbin students to Andover for a postgraduate year, was an act of non sibi that extended Andover’s mission to develop leaders who go on to make a difference in their communities and the world.
Among the first students to participate were Yang and Zhang. It was in Bulfinch Hall that their English language skills and their passion for learning flourished, and so they chose to support their alma mater and honor an alumnus with their gifts to Bulfinch. The media classroom is part of a small addition that will provide a space conducive to master classes, scene work, and film screenings. With 28 faculty in the English department and all students taking at least one course in Bulfinch, the building has become quite worn over the years. “This is one of the busiest places on campus,” says Jeff Domina, chair of the department.
Domina reassures that the character of the building will be preserved in this renovation. “We love the quirks in the design, and we plan to protect what is here,” he says. “And for those elements that we can’t keep intact, such as old doorknobs, we’ve found creative reuses for them. We look forward to a wall of coat hooks made from the historic knobs.”
Please contact Christine Adams, director of development, at email@example.com or 978-749-4288 if you would like to contribute to this project.
Scholarship to Honor Leadership and Legacy of Barbara Chase
by Tracy Sweet
In honor of Barbara Landis Chase’s 18 distinguished years of service to Phillips Academy, the Abbot Academy Association has made the most generous gift in its history to create the Barbara Landis Chase Scholarship Program. The Association’s $1 million grant quickly was matched by both Honorary Cochair of The Campaign for Andover Donna Brace Ogilvie ’30, P’66, GP’87, ’89, ’94 and President of the Board of Trustees Oscar L. Tang ’56.
Providing access to an Andover education for youth from every quarter has long been a hallmark of Chase’s tenure. Chase was an early champion of Andover’s need-blind initiative, which the board voted to endorse in 2007. The policy took effect in 2008, and, thanks to generous support from alumni and parents, it survived the global economic downturn to remain a defining value of the school.
Currently 46 percent of students receive financial aid; 13 percent are on full scholarship. “We intend this to be the Academy’s tribute to an extraordinary teacher, mentor, administrator, and colleague, someone who believes passionately that a student’s financial circumstances should have no bearing on whether they can attend Andover,” said Tang. “If they possess the promise, the qualifications, the drive and desire, then Andover should be open to them. Barbara has held firm to this belief throughout her career.”
- As Economy Crashed, Andover Fund Helped Soften the Impact
Preparing for a New Boathouse
by Tracy M. Sweet
It was fall 2008 when global markets began their historic plunge. Andover reacted swiftly by trimming its budget mid-year and creating a plan that would permanently eliminate $6 million from future budgets. Among other strategic moves, many salaries were reduced or frozen, voluntary retirement programs were offered to senior-most faculty and staff, and noncritical facilities renewal projects were put on hold.
The ultimate goal: protect students from the fallout by preserving the educational experience that distinguishes Andover.
People and programs remained the primary focus. The academic program remained largely untouched, and Andover’s newly minted need-blind admission policy (approved by trustees for the 2008 school year) was safeguarded.
How was this possible amid such a bleak economic backdrop? After all, Andover counts on its endowment for approximately 40 percent of its budget revenue. As of June 30, 2009, the endowment return was –14.5 percent. A stellar year compared to peer schools, but a deep loss nonetheless.
A number of strategies and guiding principles have allowed Andover to successfully navigate this on-going period of global economic unrest and lingering uncertainty. Among them is the remarkable performance of the Andover Fund.
Each year the Academy relies on the fund to supply about 13 percent of the budget. Since the 2005 start of The Campaign for Andover, the fund has generated just over $44 million. By the end of the campaign, cumulative support for the Andover Fund likely will be its single largest “gift.”
Ironically, in 2009, as families worldwide were experiencing personal economic uncertainty, the Andover Fund finished at a record high $11.1 million, with 40 percent of alumni and 62 percent of current parents offering their support. It had been 10 years since Andover had seen participation of such magnitude.
Trustee Mary-Ann Somers ’82, cochair of the Annual Giving Board, explains why she believes people rallied to support Andover despite their personal circumstances. “In times of hardship, what we do naturally is regroup and prioritize according to our own values…in business, in life, and in philanthropy. Andover rising to the top tells me that the school’s value system—in education, athletics, and residential life—is something that alumni and parents feel strongly about preserving.”
Totaling about 7,800 donors each year, the Andover Fund is critical. And in 2009 the Andover Fund played an unusually important role: its success allowed an ailing endowment time to heal.
“Through this period of absolute rupture,” says Peter Ramsey, secretary of the Academy, “people’s generosity allowed the Academy to continue to fund faculty salaries, need-blind admission…everything that makes Andover special we were able to preserve. It was a remarkable achievement.”
And it’s a remarkable team effort that propels Andover Fund giving year after year. From the members of Oscar Tang’s team who show their support with gifts upwards of $100,000 to the graduating seniors who give $5 to $50 each, literally everyone can play a role in the fund’s success.
According to Somers, members of Oscar’s Team are particularly motivated by the compounding power of $25, $50, and $100 gifts. Before these seasoned donors sign on, some ask about trends in participation, reunion giving, and competition among classes. They want to know that others are on board, as well.
And it takes the energy and enthusiasm of hundreds of volunteers—from alumni class agents to student leaders—to spread that message of inclusion. Senior Zachary Esakof is one of 10 students who spent part of spring break working the phonathon and giving alumni a sense of what Andover is like today. “The call doesn’t always end with a gift, but it’s a good feeling for us when it does,” he says. “It shows that what Andover values as a community doesn’t change when we graduate. It shows that alumni, even in their busy lives, are still willing to connect with kids.”
Andover Fund Facts
- More than 65 percent of gifts are between $25 and $250.
- Every dollar donated to the Andover Fund is equal to $20 raised for endowment.
- More than 3,000 online gifts were received in FY10, totaling nearly $2 million.
- In the past four years, Andover’s online donors have doubled, both in the number of donors and in dollars.
- Bulfinch Hall Restoration Rises to the Fore
November 17, 2010
The renovation of Bulfinch Hall gained significant momentum on November 6, with two trustees of Phillips Academy contributing to the effort. A new gift from Tom Israel ’62 -- coupled with the designation of a portion of Oscar Tang’s campaign commitment and initial support of $1 million from earlier donors -- puts total funding for the project over $4 million.
In thanking Israel and Tang for their thoughtful generosity, Head of School Barbara Chase described Bulfinch as “an iconic building, housing legendary teachers--past and present--and touching every Andover student.”
The project will now proceed to the design phase, and efforts to secure the final $2.8 million are underway.
Designed by architect-builder Asher Benjamin and built in 1819, Bulfinch Hall served over the years as a gymnasium and a dining hall prior to becoming the home of the English department. The facility will be renovated to include updated and more flexible teaching areas, converting what is currently a worn structure into an efficient and inviting space for student learning and faculty collaboration. “This is tremendously important to the Academy,” said Chase. “We look forward to providing the quality teaching and learning environment that our faculty and students deserve.”
- Fiscal Year 2010 Results
August 5, 2010
Thank you for your commitment to Phillips Academy this past year. Your support helped the Andover Fund raise $11.6 million!
Between January 1 and May 31, the FY 2010 Tang Team Challenge attracted more than 4,000 responders—including 31 donors who made gifts of $100,000 or more. About 47 percent of alumni donors made their gift during this challenge, which raised more than $7 million.
Contributing to the $11.6 million total were more than 5,200 gifts of $250 or less. These added up to about $500,000—which turned out to be our fundraising increase over FY 2009. Gifts of every size matter! We celebrate this increase and, more importantly, the immediate impact it will have on Andover students and faculty.
Your generosity enables the Academy to fund its most ambitious financial aid initiatives, continue its leadership in faculty salaries, enhance a wide range of exceptional academic programs, and support this spectacular campus and its museums, and outreach programs. We hope you take great satisfaction in helping to place an unparalleled Andover education within reach of deserving youth from every quarter.
- Class of 2010 Sets Giving Record
June 10, 2010
Showing tremendous pride in Andover and appreciation for the education they have received, members of the Class of 2010 set a new record—96 percent of the class made a gift to the Andover Fund, in honor of faculty.
“The Class of 2010 is an inspiration to all of us,” says Head of School Barbara Landis Chase. “Participation truly matters, both as a statement of faith and in substance.”
With just days remaining before the June 30 fiscal year deadline, the Academy is hoping to match last year’s alumni participation rate of 40 percent. Only 1,937 more alumni donors—offering gifts of any size—are needed to meet that goal.
Last year, gifts between $25 and $250 constituted 65 percent of all gifts to the Andover Fund. Donations of every size help sustain Andover’s students, faculty, and programs. Need-blind admission is just one of the many vital priorities supported by annual giving; several areas of the school also rely on the Andover Fund to support and enhance campus life.
Participation in the Andover Fund also sends a resounding affirmation of the school’s mission to alumni, faculty, and both current and prospective students and families.
To reinforce the importance of annual participation, the Andover Fund created “The Power of One”—an engaging photo montage of scenes from across campus, accompanied by the voice of Charlene Sadberry Tombar ’99. If you have not watched this piece, we urge you to take a moment to do so below.
Current parents also have set an ambitious goal for participation—75 percent. As of now, 138 additional donors are needed to achieve that record. View a breakdown of class goals.
- Class of 2010 Inspires Others to Support Andover
June 4, 2010
The Class of 2010 has set a new class giving record, with 96 percent of the senior class donating to the senior class gift. Beating the 93 percent participation record set by the Class of 2009, this year’s seniors chose to dedicate their gift to the faculty.
“Andover has made a profound difference in all of our lives. Here, we matured from shy teens to educated adults,” said Caroline Gezon ’10, Student Alumni Representative. “Andover is sustained by our non sibi spirit just as much as our Big Blue spirit. We’ve shown every gift makes a difference.”
The class of 1985, celebrating its 25th reunion, helped spur the seniors’ success by pledging to match dollar-for-dollar every gift seniors made up to $10,000 if they reached 90 percent participation.
“Our goal was not only to have more seniors involved, but also to become a valuable resource for the class of 2010,” said Michael Schaus ’85, class agent. “Their strong leadership inspired us to act. We wanted to demonstrate to the Class of 2010 that Andover represents both an outstanding education and a much wider community of all ages throughout the world that helps each other.”
- The Campaign for Andover Tops $200 Million
April 29, 2010
The Campaign for Andover, Building on the Surest Foundation has surpassed $200 million in gifts and pledges toward its $300 million goal. “We mark this achievement with profound gratitude to our alumni, parents and friends whose support gives us the inspiration and motivation to advance this campaign further still,” said Oscar L. Tang ’56, president of the board of trustees and chair of the campaign.
More than 16,000 donors have supported the campaign, helping to set new benchmarks for annual giving, student and faculty support, academic programs and campus renewal.
“The impact of the campaign can be felt in virtually every aspect of Academy life,” said Head of School Barbara Landis Chase. “We have been able to continue a need-blind admission policy during a challenging economic period. We have recently secured our leadership position in faculty compensation. We have supported the faculty as they create innovative, relevant programming that promotes student achievement and broadens global perspectives.”
Other recent campaign highlights include:
- Record-level support for the Andover Fund
- Renovation of Paresky Commons
- Renovation and expansion of the Addison Gallery of American Art
- Ongoing support for educational outreach programs - Andover Bread Loaf, Institute for Recruitment of Teachers (IRT), (MS)2, PALS - as well as the Peabody Museum of Archaeology
Stephen C. Sherrill ’71, P’05, ’07, ’10, trustee and chair of the Academy Resources Committee, credited volunteers and donors for their tenacity and dedication. “Our effort is ambitious, with much work still ahead, but we are proud of what we have accomplished,” he said. “We are particularly energized by the uptick in alumni participation in the Andover Fund – a critical component of our success to date.” In fiscal year 2009, 40 percent of alumni supported the Andover Fund, an increase of 3 percent over the previous year.
The next phase of the campaign will highlight faculty and academic programs, including teaching instructorships and foundations, curricular innovation, educational outreach and support for global and environmental initiatives.
Throughout her travels to discuss the Academy’s goals and aspirations, Chase has encountered profound respect and affection for Andover. “Phillips Academy is an American school with an expansive world view,” she said. “We have lofty ideals, a strong sense of mission, and a unique learning environment; collectively they exert a lasting influence on the lives of alumni, who in turn, give back to the world in so many ways.”
"Continuing that tradition by 'building on the surest foundation' is at the heart of this campaign," added Tang. “We are steadfast in our commitment to the future of this great Academy and confident that donors understand what is at stake. If Andover is to remain a world leader in secondary education, then its bold ideas and intellectual resources must be matched by a sound financial investment through philanthropy.”
- Donna Brace Ogilvie ’30 Pledges $5 Million to The Campaign for Andover
January 12, 2010
Donna Brace Ogilvie, honorary cochair of The Campaign for Andover, and class of 1930 Abbot alumna, has pledged $5 million to establish an endowed financial aid scholarship fund at Phillips Academy. Ogilvie’s legacy of support spans decades and includes previous gifts to financial aid, the Gelb Science Center, and the Brace Center for Gender Studies, which was established on campus in 1996.
“I believe highly in education, and I believe young children—from all circumstances—should have a chance to experience an outstanding education,” said Ogilvie, who also is an ardent supporter of Girls Inc.
“In many ways, Donna is a most remarkable lady,” said David M. Underwood, trustee emeritus and Ogilvie’s partner as honorary cochair of the campaign. “Few can rival her legacy of commitment to both Abbot and Andover.”
Head of School Barbara Landis Chase joined Underwood in thanking Ogilvie on behalf of current and future Andover students, who will benefit from her kind heart and her passionate belief that family finances should not be an obstacle for talented students to pursue the highest quality education. “Donna’s philanthropy has enriched many areas of the Andover program for years,” she said. “In this instance, we are profoundly grateful for her support of need-blind admission.”
With Ogilvie’s gift -- and the generous support of other alumni, parents and friends, who have chosen financial aid as a philanthropic priority – the Academy now stand at $39 million toward its goal of $65 million for financial aid. Such scholarship funding is part of the campaign’s overall goal of $300 million, which also includes support for the academic program and the faculty. To date, the Academy has raised more than $187 million toward the overall goal.
- An Online Marketplace for Donors
December 3, 2009
Phillips Academy is hoping to revolutionize giving online by providing donors with a transparent, real-time giving experience. The campaign Web site, which launched in November, showcases 12 projects within the Andover Fund that donors can choose to support.
Inspired by the 20/20 Advisory Board’s “gift registry” concept and grounded in online fund-raising data, the Andover Fund, Web, and IT teams created the Giving Guide. “This guide is a great example of the way the 20/20 Advisory Board is helping us connect with younger donors and challenging us to think differently,” says Jenn Schraut, associate director of annual giving. Originally consisting of 20 members from the 20 youngest classes, the 20/20 Advisory Board helps identify volunteers and reconnect alumni who may have become distanced from the school.
“We wanted to provide donors with a very tangible sense of how their contributions can help the Academy,” says Ann Harris, director of class, reunion, and parent giving. The Giving Guide is a type of online marketplace that empowers donors to choose a specific area of the Academy to support through their Andover Fund gift. Donation options illustrate the way a gift may be used, and each designation displays a dollar goal that needs to be reached by June 30, along with gifts and pledges received to date. “The 20/20 Advisory Board believes it’s important to connect dollars with impact on Andover,” says member Miles Lasater ’96. “When people see a correlation—that $50 could provide a wireless keyboard for the school—we hope it will motivate them to contribute to Andover.”
A donor may, for example, choose to support faculty, a priority that is 42 percent of the way to its annual goal of $600,000. “Showing the percentage raised imparts a sense of urgency and a sense that my gift counts toward achieving a very real and important goal,” says Emerson Moore ’08, 20/20 Advisory Board member. “I noticed that only two percent of the campus renewal goal has been raised,” Moore continues. “Having that information inspires me to help now.”
Donors may also choose to “Promote Big Blue” on their personal Web pages or share the giving designation through Facebook, Twitter, Linked In, or MySpace.
To take a look at projects you may wish to support, please visit the Andover Fund Giving Guide at www.andover.edu/af.
- Building Momentum, The Campaign for Andover Goes Public
November 5, 2009
This evening the Phillips Academy community will mark with great pride the public announcement of The Campaign for Andover, Building on the Surest Foundation. “The people, programs, and facilities at the heart of the 2004 Strategic Plan now form the core elements of this campaign,” says Oscar Tang ’56, president of the Board of Trustees and chair of the campaign.
Students, faculty, alumni, parents, and guests will gather in Cochran Chapel for a program titled “Andover’s Foundations,” during which Andover’s leaders will offer remarks and special acknowledgements of the donors who have contributed to the campaign’s early efforts.
“The generosity of so many alumni and parents allows us to experience the extraordinary every day at Andover,” says Faiyad Ahmad ’10, school president and one of three speakers who will open the event. Alumni Council President Susan Urie Donahue ’73, P’05, ’08 and Dean of Faculty Temba Maqubela, P’03, ’06, ’11 will welcome guests on behalf of alumni and faculty.
Featured tonight will be performances by Fidelio, Academy organist and music instructor Patrick Kabanda, and vocalist Charlene Sadberry Tombar ’99 accompanied by pianist and faculty member Bob Baumann. In addition to the musical performances, Head of School Barbara Landis Chase, Oscar Tang, and David Underwood ’54, honorary cochair of The Campaign for Andover and former president of the board, will speak about the power and relevance of an Andover education.
Calling The Campaign for Andover a “new journey,” Underwood says that the previous campaign—The Surest Foundation—and Chase’s 15-year leadership have given Andover “the potential to achieve an even greater magnitude of excellence.”
The Campaign for Andover, a comprehensive campaign, seeks to raise $300 million in endowment and current-use funds to support students, faculty, academic programs, and campus restoration. The Andover Fund, with a fiscal year 2010 goal of $12.2 million, is a part of the campaign.
Since July 1, 2005, the campaign has been in a “silent phase,” with all gifts given to one of its priorities counted toward the $300 million goal. To date, more than 15,000 donors have made gifts and pledges totaling $178.8 million.
- Academy Receives Largest Gift
Oscar L. Tang ’56, president of the Board of Trustees and chair of The Campaign for Andover, commits $25 million to the Academy. This, the largest gift in the history of the school, will support several strategic initiatives, including need-blind admission for students across the economic spectrum.
- Need-Blind Admission is Achieved
Andover achieves need-blind admission in 2008. Though the Academy is need-blind, there is still much work to be done to fully fund the initiative. The campaign seeks $65 million to endow need-blind admission for the future and additional current-use funds to sustain it in the short-term.
- Anonymous Gift Will Help Restore the Andover Inn
With a $10 million unrestricted commitment from an alumnus, the Academy is now able to move forward with the renovation of the Andover Inn, which will be completed in 2011. Playing a vital role in the community, the inn graciously accommodates parents, alumni, and other visitors to the Academy.