Designate and Donate — United States Savings Bonds
Gift savings bonds to your favorite charity through your estate plan, and save your heirs from excess taxation.
You can donate savings bonds to Philips Academy of NC by designating us (Tax ID #20-3125525) as a beneficiary of the bonds. By including a provision in your will, we can become the owner after your passing. By doing so, your estate will not owe income taxes when we cash them in. It's another great way to save on taxes and support our mission.
There are many types of savings bonds so be sure to speak with your financial advisor or contact us for more information.
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.