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

Gift Planning Photo Gallery is Here!

Samuel Phillips & Sarah Abbot Society members are traveling and living all around the world. Please visit our photo gallery to see some familiar Andover names and faces. Society members are encouraged to share their photos with us by sending them to giftplanning@andover.edu. We look forward to updating the gallery regularly.

Barbara Larsen Lincoln with her daughter Lisa Lincoln Chioffi 1986.
Barbara Larsen Lincoln with her daughter Lisa Lincoln Chioffi ’86.

Generations of Memories

For Barbara Larsen Lincoln, supporting Andover is a family affair. The daughter of George “Swede” Larsen ’24, Barbara remembers being aware of Phillips Academy from a very early age. “Dad’s study on the second floor of our house in Newton was practically a shrine to Andover! Being a curious kid, I’d look over some of the artifacts that he treasured and, with time, couldn’t help but develop a strong affection for PA as well.”

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Samuel Phillips & Sarah Abbot Society member Al Blum '62 is recognized for his term as an Andover trustee
Samuel Phillips & Sarah Abbot Society member Al Blum ’62 is recognized for his term as an Andover trustee.

Samuel Phillips & Sarah Abbot Society Members Return to Campus

On Saturday, May 2, more than 100 alumni, spouses, and parents attended a luncheon in the recently opened Paresky Commons. The event included trustees, members of the Samuel Phillips & Sarah Abbot Society, and Alumni Council members.

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A Tax-Smart Option for the Current
Economic Climate

Today, the potential benefits of charitable lead annuity trusts (“CLATs”) are greater than ever before. The current combination of low interest rates and depressed asset valuations may allow donors to make significant annual gifts to Andover and still pass significant assets—potentially free of transfer tax—to their heirs.

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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