Winter Term Information for Phillips Academy Families

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Ways to Give

Alumni, parents, and friends support Andover in many ways—through unrestricted annual giving; capital gifts in support of Knowledge & Goodness priorities such as student aid, faculty innovation, and facilities; reunion contributions; and planned gifts and bequests. However you choose to strengthen Andover—and at whatever level—your generosity is truly appreciated. Every gift counts.

You may make a gift to Andover by:

    • Debit/Credit Card, PayPal, Venmo, Apple/Google Pay, or Bank Transfer:
    • Phone: 978-749-4292
    • Bequests and Trusts
    • Retirement Plans
    • Matching Gifts
    • Check
      Please make your check payable to Trustees of Phillips Academy.
      Mail to:

      Trustees of Phillips Academy
      P.O. Box 55557
      Boston, MA 02205-8166
    • Donor Advised Funds/Foundations
      Send your gift directly to:

      Phillips Academy
      Office of Academy Resources
      ATTN: Graham Hall
      180 Main St.
      Andover, MA 01810
    • 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 gcurley@andover.edu to learn more. Phillips Academy’s Federal I.D. number: 04-2103579
    • Mutual Funds
      Contact Andover directly at 978-749-4298 or stocks@andover.edu, 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 stocks@andover.edu 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 (new as of 6/1/16): US Bank
      Account Name: Trustees of Phillips Academy
      DTC: 2803
      Account Number: 001050994420
      Phillips Academy's Federal I.D. number: 04-2103579
    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 Transfers

    If you have any questions please call 978-749-4292 or email giving@andover.edu.

    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:

    Mei Jiang, 978-749-4514 or mjiang1@andover.edu

    Reference:

    Name of person to receive credit for wire

    International Wire Transfers

    If you have any questions please call 978-749-4292 or email giving@andover.edu.

    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:

    Mei Jiang, 978-749-4514 or mjiang1@andover.edu

    Reference:

    Name of person to receive credit for wire

    ACH Wire Transfers

    If you have any questions please call 978-749-4292 or email giving@andover.edu.

    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:

    Mei Jiang, 978-749-4514 or mjiang1@andover.edu

    Reference:

    Name of person to receive credit for wire

    Thank you for your support and for your questions. Together we will change lives.