Inspiring Andover

Alumni, families, and friends can support Andover in many ways. Through annual gifts of any size or leadership commitments that permanently endow PA priorities. Through gifts of stock or with bequests and other legacy gifts. However you choose to make a difference—at whatever level—your generosity is truly appreciated. Every gift counts.

Giving options:

    • Tax-Free IRA Distributions
      Those age 70½ or older may make gifts and pledge payments directly to Andover from an Individual Retirement Account (IRA)—with a maximum of $100,000 per year. Please contact your IRA plan administrator to coordinate the distribution or reach out to Grace E. Curley ’81, P’20, director of gift planning, at 978-749-4281 or [email protected] to learn more. Phillips Academy’s Federal I.D. number: 04-2103579
    • Mutual Funds
      Contact Andover directly at 978-749-4298 or [email protected], so we can check with our clearing broker on the ability to accept the mutual fund and to coordinate delivery. (Please note the transfer of mutual funds may take additional time.)

    Electronic Stock Transfer:

    IMPORTANT: If you plan to make a gift of stock to Phillips Academy, it is critical that you notify us first of your intention. Due to changes in brokerages’ communication policies, it is possible that we will not be able to access the identification of the donor or issuing brokerage behind the transfer.

    To donate stock by electronic transfer:

    1. Contact Andover directly at 978-749-4298 or at [email protected] to notify us of the pending transfer. Please share the name(s) and number(s) of securities being transferred, the approximate value, and the designation of the gift or pledge payment.
    2. Instruct your broker to issue the transfer using the following information:

      Broker: The Northern Trust Company, 50 South LaSalle Street, Chicago, IL 60603
      DTC: 2669
      Agent Bank DTC: 20290
      FCC Account Name: PAA-Gift Securities
      FCC Account Number: 70-18677
      Phillips Academy’s Federal I.D. number: 04-2103579
      Account Manager:
      Matt Castillo, 333 S. Wabash, WB-42, Chicago, Illinois 60604
      Phone: +1 312-444-3614
      Fax: +1 312-557-2704
    3. After the transfer has been completed, a letter confirming the details of the transfer may be sent to:

      Phillips Academy
      Office of Academy Resources
      ATTN: Graham Hall
      180 Main St.
      Andover, MA 01810

    Domestic Wire Transfer

    If you have any questions please call 978-749-4292 or email [email protected].

    If requested, Bank of America's address is 100 Federal Street, Boston, MA 02110.

    Receiving Bank Name:

    Bank of America

    Receiving Bank ABA #:

    026009593

    Beneficiary Account #:

    000011116221 (please use all 12 digits)

    Beneficiary Account Name:

    Trustees of Phillips Academy

    Beneficiary Contact:

    Miyoung Chau, 978-749-4512 or [email protected]

    Reference:

    Name of person to receive credit for wire

    International Wire Transfer

    If you have any questions please call 978-749-4292 or email [email protected].

    Receiving Bank Name:

    Bank of America

    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:

    Miyoung Chau, 978-749-4512 or [email protected]

    Reference:

    Name of person to receive credit for wire

    ACH Transfer

    If you have any questions please call 978-749-4292 or email [email protected].

    Receiving Bank Name:

    Bank of America

    Receiving Bank ABA #:

    011000138

    Beneficiary Account #:

    000011116221 (please use all 12 digits)

    Beneficiary Account Name:

    Trustees of Phillips Academy

    Beneficiary Contact:

    Miyoung Chau, 978-749-4512 or [email protected]

    Reference:

    Name of person to receive credit for wire

    Note that all Andover gift receipts are sent electronically. Please check your email after you’ve made your donation and retain the receipt for tax purposes.

    Keep Exploring

    Priorities

    Ways to Give

    Andover Fund

    Recognition