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Gift Planning Newsletter
A publication of the Samuel Phillips & Sarah Abbot Society, Phillips Academy

Welcome to Our E-newsletter

Welcome to the first edition of the electronic version of the Samuel Phillips & Sarah Abbot Society newsletter. Previously mailed as a printed publication, this newsletter in its new format provides a cost-efficient and eco-conscious way of sharing updates and stories about gift planning at Andover. We encourage you to e-mail giftplanning@andover.edu with your feedback on the format and content of this e-newsletter, as well as any suggestions for future stories.

Rod and Mary Lancey with Keyshawn
Rod and Mary Lancey with Keyshawn

A Lifetime of Returns

“Looking back, Andover provided a major confidence-building boost that sustained me throughout my undergraduate years. That one year at Andover was, for me, a key educational experience,” says Rod Lancey ’47.

Before arriving at Andover in 1946 for a post-graduate year, Rod served in the U.S. Navy. “When I returned home, my father suggested that Andover would help prepare me for college,” says Rod, who quickly became engrossed in math and science courses. “Faculty member Rocky Dake was a wonderful influence and helped to guide me into a career in engineering,” explains Rod.

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David Flash and Connie Pawelczak
David Flash and Connie Pawelczak

The Faces of Andover Gift Planning
Andover’s gift planning office is ready to help alumni, parents, faculty, and friends with their gift planning needs. With more than 20 years of combined planned giving experience, the team helps donors understand the tax and income benefits for themselves, as well as their heirs.

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The Retained Life Estate
Andover Planned Gift Generates Bigger Tax Benefits Thanks to Record-Low Interest Rates

While it may be difficult to find a silver lining in the dark cloud that is the current economic situation, several Andover planned gift arrangements are even more attractive in light of the current low interest rate environment. The reason? The discount rate, a factor used by the IRS in determining the value of tax deductions, which changes each month depending on market fluctuations. When this rate is low, some arrangements generate even larger tax benefits.

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Contact Us
David Flash
Director of Gift Planning
dflash@andover.edu
978-749-4297
Connie Pawelczak
Assistant Director of Gift Planning
cpawelczak@andover.edu
978-749-4529
Samuel Phillips and Sarah Abbot Society

The Samuel Phillips & Sarah Abbot Society recognizes and honors those alumni, faculty, parents, grandparents, and friends who have remembered Phillips Academy in their estate plans through a bequest intention, a life income arrangement, or a charitable lead trust.

© 2009 Phillips Academy   180 Main Street, Andover, Massachusetts 01810-4161

Photo of Samuel Phillips Hall by Michael Malyszko