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GIFT PLANNING
 

Samuel Phillips and Sarah Abbot Society

Thank you for including Phillips Academy in your estate plans. Please complete the following so that we may recognize your forethought in accordance with your wishes.


Name:
Address:
City:
State:
Zip Code:
Telephone:
E-mail:
Class:
    PA Parent

   
Please check one:
The Samuel Phillips and Sarah Abbot Society may include my name in a membership list. (Neither amount nor designation, if provided,will be included in such a list.)
I prefer that my support through the Samuel Phillips and Sarah Abbot Society remain anonymous at this time.
 
OPTIONAL Please tell us more about your estate plans for Phillips Academy. Information shared will be held in confidence by the academy, and no valuation of provisions will be shared in the publication of our Society Honor Roll.
I have included Phillips Academy in my:
 
 
Comments:
 
My ultimate gift for Phillips Academy will be:
  for unrestricted use
  restricted for the purpose of
 
Estimated current value of estate provision(s):
 
 
This will be sent to David Flash, director of gift planning.
(dflash@andover.edu or telephone (978) 749-4297).