Emeritus English instructor Alan Vrooman ’50, ’52 (Hon.) long ago provided for Exeter in his will. Recently, however, he decided to make the gift more immediate by converting it from a bequest intention to a Charitable Gift Annuity.

[more about Alan]

“At Exeter, the notion that I was playing an integral part in my own education, as was everyone sitting around the Harkness table with me, became deeply ingrained. There was also the Exonian mantra, which we heard so often at Assembly and which is woven deeply into the fabric and history of the school, that with the privilege of an Exeter education comes the responsibility to help others. These concepts have spilled over into other areas of my life, even to this day.” They are, in fact, the main reasons why Molly recently decided to make the Academy the beneficiary of her employer-sponsored life insurance policy.

[more about Molly]

Recently, to celebrate the school to whose metamorphosis he has been both witness and contributor, Ted has established at the Academy a Charitable Remainder Unitrust (CRUT), which will count as part of his campaign gift to The Exeter Initiatives. “My first priority, of course, has been my cash pledge to the campaign,” says Ted. “But this additional planned gift serves as an effective complement. I transferred assets to Exeter that I wouldn’t need to retain in my final estate and that, had I held onto them, would have been subject to a 58 percent estate tax.

[more about Ted]

“The first step I took in my own planned giving was to name Exeter in my will. It was logical and relatively easy. Then a few years ago, I contributed to the Lewis Perry Pooled Income Fund. The returns we have experienced have been competitive with fixed-income investments any investor would expect in a diversified portfolio.” Most recently Tom set up a Charitable Gift Annuity (CGA) with appreciated securities. “For classmates of our age, the returns provided from a CGA make more and more sense. In my case, this arrangement also allowed me to make a larger reunion gift to Exeter than otherwise would have been possible.

[more about Lynn and Tom]

Peyton and Janet proceeded to establish a charitable gift annuity at Exeter with the Academy as ultimate beneficiary. The corpus of their gift will eventually support environmental programs and groups at Exeter. “Establishing the annuity has allowed us to be more directive in what our money will ultimately be used for at the Academy, while also giving us a tax deduction and a great return on our investment in the present, some of which is tax-free.”

So why is Exeter worth the Wearys’ support? “Because,” says Peyton, “the values I developed there have been with me ever since.

[read more about Peyton]

Lee, a vastly talented student who received the Prize for General Excellence in his senior year at the Academy, passed away in March 2001, but his legacy will live on at Exeter through an extremely generous bequest.

[More about Lee]

Through his estate planning, Henry has executed a gift that will support the Academy’s intellectual meritocracy. A charitable remainder unitrust will provide Henry’s widow, Ruth, with income during her lifetime, then the principal will establish the Henry Burkhardt III Instructorship in Mathematics at PEA.

[More about Henry]

A portion of Farrell's lead trust is designated to current use to support the John and Elizabeth Phillips Fellowships and a portion is added to the Endowment so that the John and Elizabeth Fellowships are maintained in perpetuity.

"I always wanted to have one charity where I thought I could make a difference," says Farrell Bushing Jr. '47. "More important, I wanted it to be Exeter, since the Academy was a watershed experience in my life."

[More about Farrell]

Robert E. "Sandy" Charlesworth made his gift to the Academy through a FLIP Trust which converted real estate into an income producing trust for Sandy and his wife, Ann, during their lifetimes.

"A FLIP trust allowed me to honor my Exeter teachers and address my financial needs in ways I never thought possible... Exeter teachers are still looking over my shoulder today, encouraging, inspiring, and prodding, when necessary!"

[More about Sandy]

Bequest from Alfred H. Hayes ’25 Creates Teaching Chair in Science... remembers Exeter as “the single best thing my parents ever did for me.” He remembers his father’s loyalty to the school as well.

[more about Alfred]

Jack's bequest supports scholarships. "I need only to look around me to see that the Exeter community continues to thrive.... Nostalgia because the years I spent at the Academy were textured with the bittersweet trials of leaving something old and familiar, and going on to something new and unknown... What truly delights me is the knowledge that as the world changes, so too will the Academy... but not at the expense of the principles and traditions that have made Phillips Exeter the most distinguished school of its kind in America."

[More about Jack]

Mark’s passion for the world of academia will live on through the generous bequest he made to Exeter. His gift will be used to support the Academy’s reference librarian position and the acquisition of electronic databases for the Academy Library. In honor of his benefaction, the periodicals room on the Library’s ground floor was named “The Kaplanoff Room.” Academy Librarian Jacquelyn Thomas says Mark’s gift will enhance the Academy Library’s place as the foremost secondary school library in the world...

[More about Mark]

The Class of 1951 had much to celebrate during their 50th reunion including 99.8% class participation and a record for the largest single class gift in Exeter history. As a Major Gift Chair for his 50th reunion, Guy was at the forefront of this incredible fundraising effort and set an example for his class by establishing a charitable remainder unitrust.

[More about Guy]

Chester recently established a single life gift annuity that will provide him with the certainty of a fixed income for the remainder of his life, and culminate in a generous gift to the Exeter endowment, a gift most welcome in uncertain times.

[More about Chester]

Claire Phillips’ favorite birthday present will someday be a gift to Exeter. By making a real estate bequest, Claire will continue to own and enjoy Southwinds [her secluded vacation home] for the rest of her life...

[More about Claire]

In honor of his family legacy, David has established a charitable remainder unitrust at the Academy that will one day create the Morison Scholarship to provide the same opportunities to talented students of today. Through the unitrust, David will be able to achieve his philanthropic goals for Exeter while retaining a life income for himself.

[More about David]

Through a Retained Life Estate, Marian Dubbs P '54 will establish the Paul D. Dubbs 1954 Scholarship.

"I remain in my home during my lifetime. After my death, the property will be sold and, at Exeter, the proceeds will establish the Paul David Dubbs M.D. ’54 Scholarship Fund, to support financial aid students with aptitude in the natural sciences."

[More about Marion and Paul]