Coordinator of Gift Planning
Website Phillips Academy
Gift planning is about trusts, bequests, life insurance, taxes, executors and annuities. At Andover, it is also about tripling the value of a scholarship through an estate, expanding student experiences with an asset that will be efficiently passed to heirs, honoring a faculty member with a donor-advised fund and growing one’s retirement resources while backing the campus’s future needs. On our favorite days, we are a go-between our donors’ goals and the Academy’s ever-evolving, bright future. If this sounds like something that you want to hear more about, click through this link and consider telling us more about how you have juggled the technical, empathetic, particular, story-telling sides of your work.
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