Gifts From Your Will or Trust: The Details
Is this gift right for you?
A gift from your will or trust is for you if:
- You want to help ensure Philips Academy future viability and strength.
- Long-term planning is more important to you than an immediate income tax deduction.
- You want the flexibility of a gift commitment that doesn't affect your current cash flow.
Your bequest to support our mission should be planned thoughtfully. Many good planning techniques are available, and you should choose the type of bequest that best suits your personal objectives.
For example, your bequest can be a stated dollar amount, or you can bequeath specific property to Philips Academy. Some of our friends prefer to bequeath a certain percentage of the remainder of their estate — the amount that remains after paying all debts, costs, and other prior legacies. (You can visit our Sample Gift Language to get you started.)
Whichever form you prefer, you can direct that your bequest be used for our greatest needs or for a specific purpose you designate. Whatever your objectives, we will be happy to work with you in planning a bequest that will be satisfying, economical, and effective in carrying out your wishes in our important mission.
Next: Will Your Gift Be Restricted?
Please contact us so that we can assist you through every step of the process.
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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.