A gift that costs nothing during your lifetime.
Did you know there are creative ways to support Philips Academy of NC? Ways in which Philips Academy, you, and your loved ones all benefit at the same time?
Such giving techniques are called "planned gifts," because with thoughtful planning, you create win-win solutions for you and Philips Academy.
Name Philips Academy in Your Will or Trust
Make us part of your family. A gift through your will or trust is the easiest gift you can make today.
- Learn More →
- Here's the language to use in your will or trust →
- Or use a simple codicil [PDF, DOC] to modify your will or trust →
Stocks and Investment Accounts: You've Planned for the Future
You receive an income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
Retirement Accounts: A Wise Charitable Gift
You can make a significant gift to Philips Academy with retirement plan assets such as IRAs, 401(K)s and 403(B)s without adverse effects to your lifetime finances.
Making a legacy gift to Philips Academy doesn’t take great wealth—just a sincere desire to have a positive impact on the lives of children with developmental disabilities. All gifts, large and small, are important to us and are very much appreciated.
By planning a legacy gift through a bequest in your will or a gift in your estate plan, you help ensure that Philips Academy will continue and that future generations of students will have access to a Real Learning for Real Life education.
If you’ve already included Philips Academy in your will or estate plan, let us know! We’d love to officially welcome you to the legacy society. However, should you wish to remain anonymous we are happy to honor that request.