Alumni - Giving and Volunteering


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Phillips Academy has a time-honored tradition of gift planning. Samuel Phillips, Jr. and Sarah Abbot themselves provided through their estates for their then fledgling namesakes. Many alumni and friends have followed in their footsteps since by remembering their school in their own planning.Today, Phillips Academy offers a number of creative gift planning options for those wishing to maximize the efficiency of their charitable support of the academy. Whether it be helping donors establish a simple bequest, life income gifts, charitable trusts to benefit heirs, or gifts of illiquid property, our gift planning staff helps alumni and friends of all ages to realize their charitable and financial goals.

Our gift planning staff can help you:

*	Create a charitable gift that will pay you and/or another a lifetime income while generating a charitable income tax deduction and avoiding capital gains taxes. Through such arrangements, donors are often able to generate three times as much income as compared to the original funding asset.

*	Create a charitable gift that will ultimately benefit your heirs, while greatly reducing, and in some instances, fully eliminating transfer taxes. Such arrangements can designate children or grandchildren as beneficiaries and today's low interest rate climate helps to maximize the tax benefit of this arrangement.

*	Create a charitable gift of your home, while preserving your right to reside on the property for the rest of your lifetime. Donors can effectively remove assets of substantial value from their ultimate taxable estate while generating an immediate charitable income tax deduction.

*	Maximize tax efficiency of an outright gift of illiquid property such as closely-held stock, real estate, art, antiques or collectibles.

Request Additional Information

The Samuel Phillips & Sarah Abbot Society

Those who include Phillips Academy in their planning are automatically granted membership in our Samuel Phillips & Sarah Abbot Society. Established to recognize the forethought of alumni and friends, this group is sent a periodic newsletter with information on tax efficient giving strategies and related news. Members are also invited to Society events.

Have you included Andover in your will? Choose one
Yes	No, but I am interested in doing so

Contact Us:
David A. Flash Director, Gift Planning Phone: 978-749-4297 E-mail: dflash@andover.edu