Lynn and Tom Trowbridge ’56; P’86, P’88

Securing Their Income and the Academy’s Excellence

Let there be no doubt about why Tom Trowbridge ’56; P’86, P’88 supports Exeter: “I have not encountered another institution in any field that stands for excellence to the extent Exeter does,” he says. “It is essential that those of us who have had the benefit of the Exeter experience do what we can to provide for its future.”

Perhaps this is why Tom has stayed involved with the Academy “in one way or another” since his graduation. He is currently co-chair of major gifts for his 50th reunion as well as planned giving chair for the class of 1956. It is serving in the latter role, says Tom, that has “opened my eyes to the various ways the Academy and its alumni/ae can benefit from charitable giving arrangements.”

“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.

“In both the pooled income fund and the CGA, Lynn and I receive income for life, with Exeter eventually receiving the reversion. Each vehicle has thus far performed as expected. I hope most of my classmates will take advantage of these opportunities to benefit Exeter, themselves and someone they care for as well.”