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Ways To Give

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Ways to Give

List of 6 items.

Check

If you would like to send a gift by mail, please send to:
Vermont Academy
Advancement Office
PO Box 500
Saxtons River, VT 05154

Checks should be made payable to Vermont Academy.
Credit Cards

Make your gift at our secure portal here.
Gifts of Stock or Securities

Please contact Tonia Fleming, director of annual giving, if you would like to make a gift of stock.

Email: tfleming@vermontacademy.org
Phone: 802-869-6298
IRA Distributions

The minimum age for making a qualified charitable distribution (QCD) from your IRA is 70½, and the annual limit is $100,000. This is an excellent way to show your support for Vermont Academy and receive tax benefits in return. As you plan your required minimum distributions, consider using your IRA account to make the most of your charitable giving. You receive a tax benefit even if you take the standard deduction!

To qualify, you must be 70½ or older at the time of gift; distributions must be made directly from a traditional IRA account by your IRA administrator; and gifts must be outright, meaning they go directly to VA. Distributions to donor-advised funds or life-income arrangements such as charitable remainder trusts and charitable gift annuities do not qualify, nor do gifts from 401k, 403b, SEP and other plans.

The benefit to you is that these distributions are excluded as gross income for federal income tax purposes on your IRS Form 1040 and the gift counts toward your required minimum distribution for the year in which you made the gift. Plus, you could avoid moving into a higher tax bracket that the distribution might cause.
Planned Giving

There are numerous ways to make Vermont Academy part of your legacy. Two of the most common methods are listed below. The Advancement office is also happy to explore giving vehicles with you that provide lifetime income and tax benefits for you and your loved ones.

Bequests
Bequests are a simple way to support Vermont Academy. Just add a provision in your will or trust designating either a percentage, specific amount, or all or a portion of the residue of your estate to the school. You can designate your gift or leave it unrestricted for general use–and gifts of all sizes are appreciated.

Beneficiary Designation
Naming Vermont Academy as the beneficiary of all or a portion of a retirement account, bank or brokerage account, donor-advised fund or insurance policy, is a tax-smart way to make a gift to the school that leaves a lasting legacy while avoiding a significant built-in tax liability. When left to individuals, the value of the gift may decrease by up to 70%, but if used to make a gift to Vermont Academy, the funds are transferred tax-free and we are able to realize the full value of the gift.

Sample language for use as you plan your estate can be found here.
Wire Transfer

Wire Transfer Instructions

Please ask your sending bank to include name of donor as identifying information on the wire and designation (if any). Without this information, there may be a delay in crediting the appropriate program and acknowledging the donor.

Bank:                     TD Bank
                              2 Church Street
                              Bellows Falls, Vermont 05101
                              802-463-4511
Account number: 5241905895
Account name:      Vermont Academy
ABA number:         011600033
For international wires
SWIFT code:          NRTHUS33XXX

2022-2023 Annual Report

List of 5 members.

Tonia Fleming

Director of Advancement

(802) 869-6298

Wellesley College - BA
University of Chicago - MBA

Bio
Tonia comes to Vermont Academy after eight years as a Development Officer at Springfield Hospital/Springfield Medical Care Systems. While there, she implemented a Grateful Patient Program and significantly grew its revenue from private foundations. Prior to that role, she worked for non-profits of varying sizes, including the Student Conservation Association (SCA) and the Great River Arts Institute.

Tonia has an MBA from the University of Chicago Booth School of Business and is a Certified Fundraising Executive (CFRE). She lives in Chester, Vermont with her family and rescue dog Ozzie. Tonia’s son Jeremy is a Vermont Academy alumnus (Class of 2018) who was as thrilled as his mother was to have her joining the Vermont Academy community.
Liz Olmsted

Associate Director of Advancement, Operations and Stewardship

(802) 869-6260

Wheaton College - BA

Bio
Liz joined the Vermont Academy community in 2011 when her daughter, Wyeth, enrolled as a freshman day student. As a VA parent, Liz has seen firsthand the transformational impact that VA has had on her daughter and her peers. To the title of proud VA parent, Liz now adds Director of the Vermont Academy Fund as a member of the Advancement Office. Liz is excited to harness her professional experience, volunteer interests, and passion for Vermont Academy into this role.

A 25-year veteran of Eastern Mountain Sports, an outdoor specialty retailer headquartered in Peterborough, NH, Liz held a variety of positions as she worked her way up through the organization. From positions in sales, customer service, and store management to ones tied to brand identity and strategic planning, it was a varied and fulfilling career.

Over the years, Liz has been involved with independent schools as a volunteer on a myriad of levels. Prior to her time at Vermont Academy, Liz played an active volunteer role at The Grammar School in Putney, VT, where she served as Trustee Chair for five years, participating in fundraising and serving on the Strategic Planning and Head-of-School Search Committees.

When not on the road connecting with our broader VA community, Liz can often be seen around campus with her camera—blending her love of photography with her enjoyment of cheering for our VA Wildcats. Along with photography, Liz’s other interests include a variety of outdoor pursuits that she enjoys with her family including skiing, hiking, and kayaking/canoeing.

Liz lives in Westmoreland, NH, with her husband, Ned, an Assistant Professor of English at Landmark College, and their daughter Wyeth ’15.
Nicole Losavio

Director of Alumni Engagement

(802) 869-6261

The College of William and Mary - MEd
Massachusetts College of Liberal Arts - BA / BS

Bio
Nicole came to Vermont Academy in December 2020 with over ten years of alumni relations experience. In prior roles at Dartmouth College and Worcester State University, Nicole managed volunteer boards, planned major events, and implemented new programs. She is excited to join the Advancement team and looks forward to exploring new opportunities to engage alumni.

In her spare time, Nicole can be found kayaking, skiing, reading, or out for walks with her dog, Zoey. Nicole holds a Master of Education in Higher Education Administration from The College of William and Mary and dual bachelor’s degrees from Massachusetts College of Liberal Arts – one in math and the other in secondary education.
Jen Palmiotto

Director of Annual Giving

(802) 869-6610

University of Vermont - BA
Yale University - MS and PhD

Bio
Jennifer comes to Vermont Academy following a two decade career serving as a policy advisor and executive director for a water and wastewater trade association. She is excited to use her skills in grassroots advocacy, volunteer management, fundraising and grant writing in the role of Director of Annual Giving.

Jennifer has been part of the Vermont Academy community since her son enrolled as a day student in 2017. Since that time she has been an active volunteer with the Vermont Academy Parents Association (VAPA), serving in the capacity of VAPA President and VA Trustee from 2022-2024. Jennifer has witnessed the positive impact that VA has had on both her children, Trevor ‘21 and Sydney ‘24. She lives in Walpole, NH with her husband Peter, a professor in the Environmental Studies Department at Antioch University and Pepper, their spunky dog from Puerto Rico.
Dave Hodgson '89

Senior Associate Director of Admissions and Advancement

802.869.6255

St. Lawrence University - BA