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.

Online

Debit/Credit Card, PayPal, Venmo, Apple/Google Pay, Crypto, or Bank Transfer: Visit andover.edu/givenow.

Checks, Donor Advised Funds, or Foundations

Please make your check payable to Trustees of Phillips Academy.

Send your gift directly to:
Phillips Academy
Office of Academy Resources
ATTN: Graham Hall
180 Main St.
Andover, MA 01810

Wire Transfers

Domestic

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 #: 466013986250 (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

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 #: 466013986250 (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

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 $108,000 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.)

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 #: 466013986250 (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

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.

For international stock, we will need the following information: donor’s name, amount of shares, stock ticker, asset name, currency, broker email and phone number.  It is critical that you provide this information before you initiate the transfer to assure the stock gift is received by the Academy.

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 donor’s name, 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

Andover Canadian Fund

If you are a Canadian taxpayer, learn how you can make a tax-deductible gift to the Andover Canadian Fund.

Or please mail your check payable to Andover Canadian Fund and mail to:
Andover Canadian Fund, Inc.
c/o RBC Dominion Securities
Royal Bank Plaza
200 Bay St. Suite 2500 South Tower
Toronto, ON
M5J 2J2

Bequests and Trusts

Retirement Plans

Matching Gifts

Tax & Contact Information

• Phillips Academy is a private, nonprofit 501(c)3. Our federal tax ID (EIN) is 04-2103579.
• Andover’s legal name is Trustees of Phillips Academy, which will appear on all relevant tax documentation.
• Our fiscal year runs from July 1 to June 30.
• Note that all Andover gift receipts are sent electronically. Please save your email receipt for tax purposes.
• Need a copy of your tax receipt? Please email [email protected].
• Tax receipts for gifts made from donor advised funds are managed by the DAF sponsor.
• Questions? Wish to make a gift over the phone? Reach us at:
  • Phone: 978-749-4292
  • Email: [email protected]
  • Mail: Phillips Academy
    Office of Academy Resources
    ATTN: Graham Hall
    180 Main St.
    Andover, MA 01810