{"id":12334,"date":"2024-12-10T14:39:10","date_gmt":"2024-12-10T19:39:10","guid":{"rendered":"https:\/\/www.bates.edu\/reunion\/?page_id=12334"},"modified":"2025-07-11T09:49:31","modified_gmt":"2025-07-11T13:49:31","slug":"the-50th-reunion-legacy-challenge","status":"publish","type":"page","link":"https:\/\/www.bates.edu\/reunion\/the-50th-reunion-legacy-challenge\/","title":{"rendered":"Class of 1975 Legacy Giving Challenge"},"content":{"rendered":"\n<h5 class=\"wp-block-heading\">Your 50th Reunion is the perfect time to leave a lasting legacy for Bates.<\/h5>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><a href=\"https:\/\/www.bates.edu\/reunion\/the-50th-reunion-legacy-challenge\/#class-of-1975-phillip-society-members\">Twenty of your classmates<\/a> have included Bates in their financial or estate plans, making them members of the <a href=\"https:\/\/www.bates.edu\/reunion\/the-50th-reunion-legacy-challenge\/#what-is-the-phillips-society\">Phillips Society<\/a>. Now is a great time to join them, and here\u2019s why:<\/p>\n\n\n\n<p>Join the Phillips Society by <strong>June 30<\/strong>. For every new member\u2014up to 10\u2014classmates will contribute <strong>$2,500<\/strong> to 1975\u2019s 50th Reunion gift. <strong>This will unlock a total of $25,000!<\/strong><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-garnet-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.bates.edu\/giving\/societies\/the-phillips-society\/#PSform\" target=\"_blank\" rel=\"noreferrer noopener\">Join the challenge by completing this quick form!<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:65px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-cover\" style=\"min-height:242px;aspect-ratio:unset;\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"800\" class=\"wp-block-cover__image-background wp-image-11120\" alt=\"\" src=\"https:\/\/www.bates.edu\/reunion\/files\/2023\/06\/230609_Reunion_Fireworks-11.webp\" data-object-fit=\"cover\" srcset=\"https:\/\/www.bates.edu\/reunion\/files\/2023\/06\/230609_Reunion_Fireworks-11.webp 1200w, https:\/\/www.bates.edu\/reunion\/files\/2023\/06\/230609_Reunion_Fireworks-11-400x267.webp 400w, https:\/\/www.bates.edu\/reunion\/files\/2023\/06\/230609_Reunion_Fireworks-11-900x600.webp 900w, https:\/\/www.bates.edu\/reunion\/files\/2023\/06\/230609_Reunion_Fireworks-11-768x512.webp 768w, https:\/\/www.bates.edu\/reunion\/files\/2023\/06\/230609_Reunion_Fireworks-11-942x628.jpg 942w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim\" style=\"background-color:#474248\"><\/span><div class=\"wp-block-cover__inner-container is-layout-constrained wp-block-cover-is-layout-constrained\">\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-garnet-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.bates.edu\/reunion\/the-50th-reunion-legacy-challenge\/#what-is-the-phillips-society\"><strong>About the Phillips Society<\/strong><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-garnet-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"#challenge\"><strong>Challenge Details<\/strong><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-garnet-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.bates.edu\/reunion\/the-50th-reunion-legacy-challenge\/#frequently-asked-questions\"><strong>FAQs <\/strong><\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-garnet-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.bates.edu\/giving\/societies\/the-phillips-society\/#PSform\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Join the Challenge<\/strong><\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div style=\"height:65px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h5 class=\"wp-block-heading\" id=\"challenge\">How the Class of 1975 Legacy Giving Challenge Works<\/h5>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For each new member who <a href=\"https:\/\/www.bates.edu\/giving\/societies\/the-phillips-society\/#PSform\" target=\"_blank\" rel=\"noreferrer noopener\">notifies Bates<\/a> of their planned gift by <strong>June 30, 2025<\/strong>, the class will unlock an additional <strong>$2,500<\/strong> for the 50th Reunion Gift\u2014up to $25,000.<\/p>\n\n\n\n<p><strong>GOAL: <\/strong>Ten new Phillips Society members from the Class of 1975.<\/p>\n\n\n\n<p><strong>FUN FACT<\/strong>: Ten new Phillips Society members in the 50th Reunion year will also <strong>make your class a<\/strong> <strong>record-setting class<\/strong> in new Phillips Society gifts!<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button is-style-garnet-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.bates.edu\/giving\/societies\/the-phillips-society\/#PSform\" target=\"_blank\" rel=\"noreferrer noopener\">Learn more and join the challenge by completing this quick form!<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:80px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-cover alignfull\" style=\"min-height:462px;aspect-ratio:unset;\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1280\" class=\"wp-block-cover__image-background wp-image-3892\" alt=\"\" src=\"https:\/\/www.bates.edu\/reunion\/files\/2015\/06\/150613_Class_Photos_0181.jpg\" style=\"object-position:52% 37%\" data-object-fit=\"cover\" data-object-position=\"52% 37%\" srcset=\"https:\/\/www.bates.edu\/reunion\/files\/2015\/06\/150613_Class_Photos_0181.jpg 1920w, https:\/\/www.bates.edu\/reunion\/files\/2015\/06\/150613_Class_Photos_0181-400x267.jpg 400w, https:\/\/www.bates.edu\/reunion\/files\/2015\/06\/150613_Class_Photos_0181-900x600.jpg 900w, https:\/\/www.bates.edu\/reunion\/files\/2015\/06\/150613_Class_Photos_0181-200x133.jpg 200w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><span aria-hidden=\"true\" class=\"wp-block-cover__background has-black-background-color has-background-dim\"><\/span><div class=\"wp-block-cover__inner-container is-layout-flow wp-block-cover-is-layout-flow\">\n<h2 class=\"wp-block-heading has-text-align-center has-white-color has-text-color has-link-color wp-elements-302e3042c3a755dee2fb2089131724b9\">Help unlock $25K in honor of your 50th Reunion!<\/h2>\n\n\n\n<div class=\"wp-block-bates-shortcodes-thermometer-gauge is-style-dark-background\"><div class=\"thermobar\" data-count=\"11\" data-goal=\"10\" data-towidth=\"102.5%\" data-counttext=\"11 Donors\"><div class=\"thermobar-inner\"><\/div><div class=\"thermobar-marker\">0<\/div><div class=\"thermobar-goal\">10 Donors<\/div><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"848\" height=\"852.5\" viewBox=\"0 0 848 852.5\" class=\"_exploder\" style=\"opacity:0;color:#dedede\"><path d=\"m439.6 0-269 376.1-44.9-245.8-60.3 275.5L0 324.4v236.9c0 8.5.1 16.4.3 24 1.3 51 8.3 82.4 40.2 123.8 7.3 9.5 15.9 19.6 26.1 30.5a65 65 0 0 0 7.7 7c16.3 12.6 41.1 19.8 76 22.1 8.6.6 17.6 1 27.5 1s20.3-.3 30.9-.9c9.1-.5 18.4-1.1 27.8-2 103.2-9.1 216.6-36.8 222.3-38.2l109.3-27.1-214.6-37.6 312.7-111.2H353.9L848 29.2 313.9 396.6ZM304.2 536l-17.4 18.5-18.3 19.4-25 26.5h146.7L322 624.5l-24.6 8.7-25.6 9.1-90.4 32.2-14.1 5 19.5 3.4 61 10.7 26 4.6 25.1 4.4 25.7 4.5c-10.2 1.7-20.8 3.3-31.4 4.9-11 1.6-22 3-33.2 4.3-13.3 1.6-26.5 2.9-39.4 3.8-6 .4-11.7.7-17.5 1-8.7.4-17.4.9-25.6.9-57.9 0-73.1-11.4-76.3-14.9-7.5-8-13.8-15.3-19.4-22.1-32.7-40.2-34.4-63.9-34.4-123.7V459.5l2.5 3.1 15 18.6L80 499.9l10.5 13 4.4-20.2 6-27.2 5.7-26 14.8-67.6 11.7 64.2 4.3 23.6 4.3 23.6 2.2 11.8 8.2-11.5 15.9-22.2 15.3-21.4 120.1-167.9-61.1 193-7.5 23.8-7.6 24.1-.5 1.3 1.1-.7 20.2-13.9 20.1-13.8L506 322.3ZM607.5 823l-341-16.4 333.4 45.9c50.8-11.3 7.6-29.5 7.6-29.5\"><\/path><path d=\"m20.1 148.9 27.2 184.8s-6.9-209.9-4-233.6-34.8-30.7-23.2 48.8M565 79.5 390.9 286.2S612.3 78.8 641 59.7c28.5-19.1-1.1-69.1-76 19.8\"><\/path><\/svg><\/div><\/div>\n<\/div><\/div>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h5 class=\"wp-block-heading\">Why do legacy gifts matter?<\/h5>\n\n\n\n<p>Historically, planned gifts and bequests have been the single largest source of endowment support for Bates. Bequests and other planned gifts to Bates will help to ensure that the college can afford to maintain the highest level of academic excellence and its position of leadership among the nation\u2019s finest liberal arts institutions. <\/p>\n\n\n\n<p>If you are interested in learning more about this giving challenge and would like to make a planned gift, please contact Bates.&nbsp;<\/p>\n\n\n\n<p><strong>Casey Andersen \u201812<br><\/strong><em>Gift Planning Officer &amp; Manager of 50th Reunion Giving<br><\/em>207-755-5976<br><a href=\"mailto:randerse@bates.edu\">randerse@bates.edu<\/a>&nbsp;<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-bates-shortcodes-btn btn-wrap  is-style-garnet\" id=\"d4bec24b-9841-4fd4-a5fb-839a37fcbbb1\"><div class=\"btn-action\" id=\"what-is-the-phillips-society\" role=\"button\" aria-controls=\"d4bec24b-9841-4fd4-a5fb-839a37fcbbb1\" aria-expanded=\"false\"><h3 class=\"btn-title\">What is the Phillips Society?<\/h3><div class=\"btn-arrow\"><\/div><\/div><div class=\"btn-content\" id=\"d4bec24b-9841-4fd4-a5fb-839a37fcbbb1\">\n\n<p>The Phillips Society honors Charles F. Phillips, Bates&#8217; fourth president, and his wife, Evelyn Minard Phillips, whose landmark $9-million endowment bequest transformed the college. This legacy-giving society represents:<\/p>\n\n\n<ul class=\"wp-block-list\">\n\n<li>More than 550 alumni, parents, and friends who have included Bates in their estate plans<\/li>\n\n\n<li>A commitment to preserving the college&#8217;s academic excellence and leadership among liberal arts institutions<\/li>\n\n\n<li>Gifts through wills and estate plans have been the single-largest driver of Bates\u2019 endowment growth, ensuring its long-term success. <\/li>\n\n<\/ul>\n\n\n<p><strong>What you can expect from Phillips Society membership:<\/strong><\/p>\n\n\n<ul class=\"wp-block-list\">\n\n<li>Tokens of appreciation that will remind you of your enduring connection to Bates<\/li>\n\n\n<li>Invitations to special events and receptions<\/li>\n\n\n<li>Recognition in college communications<\/li>\n\n\n<li>Special communications throughout the year<\/li>\n\n<\/ul>\n\n\n<p>We are grateful for each and every gift that helps ensure that the best of Bates will endure for generations to come.<\/p>\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n\n<div class=\"wp-block-button is-style-garnet-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.bates.edu\/giving\/societies\/the-phillips-society\/#3-ways\" target=\"_blank\" rel=\"noreferrer noopener\">3 Simple Ways to Join the Phillips Society<\/a><\/div>\n\n<\/div>\n\n<\/div><\/div>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-bates-shortcodes-btn btn-wrap  is-style-garnet\" id=\"3ec219da-0dbb-43df-8d12-2c8b5915f1e6\"><div class=\"btn-action\" id=\"class-of-1975-phillip-society-members-challenge-donors\" role=\"button\" tabindex=\"0\" aria-controls=\"3ec219da-0dbb-43df-8d12-2c8b5915f1e6\" aria-pressed=\"false\" aria-expanded=\"false\"><h3 class=\"btn-title\">Class of 1975 Phillip Society Members &amp; Challenge Donors<\/h3><div class=\"btn-arrow\"><\/div><\/div><div class=\"btn-content\" id=\"3ec219da-0dbb-43df-8d12-2c8b5915f1e6\">\n<p>Classmates who have already joined the Phillips Society or have contributed to the challenge:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Susan Bourgault Akie *<\/li>\n\n\n\n<li>Sheila Quinn Byrne **<\/li>\n\n\n\n<li>Helen M. Mahood (d. 2015)<\/li>\n\n\n\n<li>Mario James Cornacchio, Jr.**<\/li>\n\n\n\n<li>Nancy Ellis Cornacchio**<\/li>\n\n\n\n<li>Frederick G. Demers  *<\/li>\n\n\n\n<li>Geraldine M. FitzGerald  *<\/li>\n\n\n\n<li>Martha Welbourn Freeman  *<\/li>\n\n\n\n<li>Michael E. Genetti **<\/li>\n\n\n\n<li>Deanna L. Grayton **<\/li>\n\n\n\n<li>Khin Khin Gyi<\/li>\n\n\n\n<li>John R. Hester  (d. 2021)<\/li>\n\n\n\n<li>Sandra M. Krot **<\/li>\n\n\n\n<li>Sarah Risley Pearson *<\/li>\n\n\n\n<li>Richard Thomas Rizoli**<\/li>\n\n\n\n<li>Colleen Peterson Seremet **<\/li>\n\n\n\n<li>Valerie A. Smith **<\/li>\n\n\n\n<li>Margaret McCann Wilcox P&#8217;03, P&#8217;09<\/li>\n\n\n\n<li>Nancy Johnson Young **<\/li>\n\n\n\n<li>Jonathan A. Young **<\/li>\n\n\n\n<li>Richard C. Zawalich  *<\/li>\n<\/ul>\n\n\n\n<p>* Challenge Donors<\/p>\n\n\n\n<p>* * new Phillips Society members<\/p>\n\n\n\n<p><\/p>\n<\/div><\/div>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-bates-shortcodes-btn btn-wrap  is-style-garnet\" id=\"1b05b973-6dbc-4ff0-aaea-05ef7d9b9c47\"><div class=\"btn-action\" id=\"frequently-asked-questions\" role=\"button\" aria-controls=\"1b05b973-6dbc-4ff0-aaea-05ef7d9b9c47\" aria-expanded=\"false\"><h3 class=\"btn-title\">Frequently Asked Questions<\/h3><div class=\"btn-arrow\"><\/div><\/div><div class=\"btn-content\" id=\"1b05b973-6dbc-4ff0-aaea-05ef7d9b9c47\">\n\n<p><strong>What is a planned gift?<\/strong><br>A planned gift is a future commitment to Bates that can be structured through:<\/p>\n\n\n<ul class=\"wp-block-list\">\n\n<li>Wills<\/li>\n\n\n<li>Trusts<\/li>\n\n\n<li>Retirement plans<\/li>\n\n\n<li>Life insurance policies<\/li>\n\n\n<li>Gift annuities or charitable trusts<\/li>\n\n<\/ul>\n\n\n<p> Other gifts to be realized in the future may also qualify, and we welcome your questions about them.<\/p>\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\" \/>\n\n\n<p><strong>Will my estate gift be counted?<br><\/strong>To receive credit for your estate gift, you must:<\/p>\n\n\n<ul class=\"wp-block-list\">\n\n<li>Be 70 years old by your 50th Reunion.<\/li>\n\n\n<li><a href=\"https:\/\/www.bates.edu\/giving\/societies\/the-phillips-society\/\" target=\"_blank\" rel=\"noreferrer noopener\">Complete and sign the bequest intention<\/a><a href=\"https:\/\/www.bates.edu\/giving\/societies\/the-phillips-society\/\"> form<\/a> including an estimated value of your gift.<\/li>\n\n<\/ul>\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\" \/>\n\n\n<p><strong>My estate gift to Bates is contingent because my family are my primary beneficiaries. Can I still join?<br><\/strong>Absolutely! Family comes first. Your primary commitment to family is understood, and we welcome discussions about how to structure a gift that works best for your personal circumstances. Making Bates a contingent beneficiary will make you a member of the Phillips Society; however, we will not be able to count or credit you for the estimated value.<\/p>\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\" \/>\n\n\n<p><strong>May I designate my estate gift to a specific program or initiative at Bates?<br><\/strong>Unrestricted gifts allow the College to use your gift where the need is greatest. You may designate your gift to a specific program or an existing endowed fund. Please contact us to ensure that your wishes can be honored.<\/p>\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\" \/>\n\n\n<p><strong>What happens if I change my estate plan?<br><\/strong>Notifying Bates about your intentions is not legally binding. If you make changes that affect your estate gift, please let us know so we can update our records.<\/p>\n\n<\/div><\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Your 50th Reunion is the perfect time to leave a lasting legacy&hellip;<\/p>\n","protected":false},"author":1045,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_hide_ai_chatbot":false,"_ai_chatbot_style":"","associated_faculty":[],"_Page_Specific_Css":"","_bates_restrict_mod":false,"_table_of_contents_display":false,"_table_of_contents_location":"","_table_of_contents_disableSticky":false,"_is_featured":false,"footnotes":"","_bates_seo_meta_description":"","_bates_seo_block_robots":false,"_bates_seo_sharing_image_id":0,"_bates_seo_sharing_image_twitter_id":0,"_bates_seo_share_title":"","_bates_seo_canonical_overwrite":"","_bates_seo_twitter_template":""},"class_list":["post-12334","page","type-page","status-publish","hentry","with-sidebar"],"_links":{"self":[{"href":"https:\/\/www.bates.edu\/reunion\/wp-json\/wp\/v2\/pages\/12334","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bates.edu\/reunion\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.bates.edu\/reunion\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.bates.edu\/reunion\/wp-json\/wp\/v2\/users\/1045"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bates.edu\/reunion\/wp-json\/wp\/v2\/comments?post=12334"}],"version-history":[{"count":153,"href":"https:\/\/www.bates.edu\/reunion\/wp-json\/wp\/v2\/pages\/12334\/revisions"}],"predecessor-version":[{"id":13029,"href":"https:\/\/www.bates.edu\/reunion\/wp-json\/wp\/v2\/pages\/12334\/revisions\/13029"}],"wp:attachment":[{"href":"https:\/\/www.bates.edu\/reunion\/wp-json\/wp\/v2\/media?parent=12334"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}