Planned Giving for Proctor: Join Dunbar Society

The Dunbar Legacy Society is named in honor of James L. Dunbar (1929-2020), a 1949 graduate of Proctor Academy. Growing up with the misdiagnosed and misunderstood disability of dyslexia was incredibly difficult for a child in the 1930s and 1940s. At Proctor, Jim made friends and found teachers who cared about his well-being and academic growth. In those years at Proctor, his academic growth was mirrored by growing self-confidence and positive attitude, and it was that positive attitude that became the key ingredient to his success in the years to come. After graduation from Proctor, Jim studied in college, and in 1956 launched his own company, Dunbar Armored, the largest independently owned company of its type in the United States until being acquired by the Brinks Co. in 2018.

The Dunbar Society was established to recognize all those who have made a provision for Proctor Academy through a bequest, trust, insurance or retirement policy, or other estate-planning vehicle. Jim was a visionary advocate for the advancement of Proctor and its programs. In addition to extraordinary annual and capital support that spanned decades, he made a generous gift to Proctor through a bequest. Making a planned gift is a wonderful way to show your support and appreciation for Proctor.

It is a privilege to recognize alumni, parents, and friends who share in Jim’s vision for Proctor, and have included the school in their future philanthropy.

To Learn More About Planned Giving:

For more information on making a planned gift, or to join The James L. Dunbar '49 Legacy Society, please contact:

Tracey Perkins
(603) 735-6723 or perkinstr@proctoracademy.org.

Proctor Academy Development Office
P.O. Box 389
Andover, NH 03216
FAX: (603) 735-6305
Our Tax ID#
501 C3, 02-0222179

WAYS TO GIVE

Gifts by Will

You may prefer to state in your will or trust a sum of money or a percentage of your estate that you wish to give to Proctor Academy

Making a gift through a bequest, it is not subject to federal estate taxes and so significantly reduces the tax burden of an estate. The value of the bequest may be deducted when the taxable estate is determined, and there is no limit to the deduction.

The following sample wording for an outright bequest to Proctor can be given to your legal counsel:

Unrestricted Bequest
“I bequeath to Proctor Academy, Tax ID# 02-0222179 204 Main Street, Andover NH 03216, the sum of $_______ (or percent of my residuary estate); (or an accurate description of securities, real estate, or other property given) to be used for the School’s general purposes.”

Restricted Bequest
“I bequeath to Proctor Academy, Tax ID# 02-0222179 204 Main Street, Andover NH 03216,, the sum of $_______ (or percent of my residuary estate); (or an accurate description of securities, real estate, or other property given). This gift shall be used for (here describe in broad, general terms the desired purpose).”

Gifts That Pay You Income

Do you want to support Proctor Academy but worry about having enough income for yourself and your loved ones? Life-income gifts such as gift annuities and charitable remainder trusts can provide donors with an income stream, significant tax savings, and the satisfaction of providing Proctor with vital long-term resources.

The creation of a life-income gift benefits both the giver and the receiver—a "win-win" situation.

Gifts That Protect Your Assets

This type of gift arrangement allows you to direct gifts to Proctor for a specified period of time and, in turn, receive either a charitable deduction now for gifts made in subsequent years or a reduction in gift or estate taxes on property you wish to pass to heirs.

Under the non grantor plan, you irrevocably transfer assets to a trustee and provide that payments be made to Proctor for a certain number of years (or until the end of your or another's life). Then the principal is distributed to your children, grandchildren, or other heirs. The principal passes to your heirs at greatly reduced gift- and estate-tax rates and sometimes escapes them altogether. The charitable lead trust may appeal to individuals who wish to make a gift but retain the property in their family.

Charitable lead trusts (CLTs) are simple in concept but are complex gift- and estate-planning devices because of the many technical drafting requirements of the IRS. We recommend you consult an attorney who specializes in trusts and estates and has experience with CLTs.

Gifts from Retirement Plans

Gifts by Estate Note

Proctor Alumni in the James L. Dunbar Society

Allan Johnson '78

Jay Fisher '72

Mollie Burns '90

Peter Durkin '12

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Anonymous (3)

Mrs. Margaret Andrews P’12
New London, NH

Mr. Richard Bicknell*, P’77, GP ’11 ’15
Port Orange, FL

Mr. Thomas M. Blakemore* and Mrs. Barbara Mueller ’30*
Atlanta, GA

Mr. J. David Boyd ’70
Antrim, NH

Mrs. Mildred S. Braley ’14*

Mr. Robert A. Bristol, Jr. ’67
Santa Fe, NM

Mrs. Wendy C. Brown ’86, P’17
Grantham, NH

Mr. Thomas M. Bryant ’23*
Boston, MA

Mr. Robert D. Burge ’55*
Lake Placid, FL

Ms. Mollie Burns ’90
Wilton, CT

Mrs. Barbara Henderson Cangiano GP’07
Rehoboth Beach, DE

Mr. Leon M. Cangiano* and Mrs. Karen P. Cangiano P’07
Andover, NH

Mr. Nathaniel B. Cheney ’63
Bloomfield, NJ

Mr. Richard A. Cooke ’49* and Mrs. Melody N. Cooke
Rockville, MD

Mr. J. K. Cozier, Jr. ’52*
Manchester Center, VT

Mr. Rufus C. Cushman* and Mrs. Joan S. Cushman* P’78
Swampscott, MA

Mrs. Sarah K. Dale P’10
Winchester, MA

Mrs. Eunice M. Denberg*
Andover, NH

Mr. Thomas Dodd ’58
Charlestown, RI

Mr. William C. Drinkard*
Landenberg, PA

Mr. James L. Dunbar, Sr. ’49, GP’02*
Towson, MD

Mr. Peter Durkin ’12
Washington, DC

Mr. and Mrs. Philip English P’54*
New Haven, CT

Mr. Richard L. English ’54*
New Haven, CT

Ms. Alexandra H. Estin ’83
Andover, NH

Mr. Robert S. Fisher ‘65*
Bedford, NH

Mr. Peter Farnum ‘73
Duxbury, MA

Mr. Stephen S. Fasciana ’87, P’20
South Portland, ME

Mr. Joseph E. Fellows, III P’93
Wellesley, MA

Mr. John W. Fisher, III ’72
Naples, FL

Mr. Dana K. Fletcher ’86 and Mrs. Jennifer Fletcher P’18, ’21, ’21
New London, NH

Mr. Joseph Foote HA ’49
East Sandwich, MA

Mr. James R. Friedman and Mrs. Michele A. Friedman P’17
Newbury, NH

* Deceased

G-L

Ms. Helene Gaillet de Neergaard GP’10
Denver, NC

Mrs. Pam Gentile P’17
Greenland, NH

Ms. Georgia W. Gomez Bristol ’06
New York, NY

Mrs. Lois T. Haines ’25*
Stamford, CT

Mr. Richard J. Harris ’67
Harwich Port, MA

Mr. John C. Herbert ’55*
Whaletown, BC

Mr. John H. Hobbs* and Mrs. Elisabeth A. Hobbs P’89*
Shelburne Falls, MA

Mr. Stephen G. Hobson ’64
Yarmouth, ME

Mr. Robert B. Jaynes ’39* and Mrs. Mildred Jaynes*
Alstead, NH

Mr. Allan C. Johnson, III ’78
Akron, OH

Mr. Charles A. Johnson, Jr. ’44* and Mrs. Vernie Johnson*
Chestertown, MD

Mr. Leonard W. Johnson and Mrs. Patricia Johnson P’88, GP’17, ’19
North Falmouth, MA

Mr. Richard H. Johnson and Mrs. Louise “Weezie” Johnson P’95
Concord, MA

Dr. Everett N. Jones ’57, P’08, ’09
Enfield, NH

Mrs. Grace C. Jordan ’09*
Springfield, MA

Ms. Deborah W. Kirchwey ’81
Brattleboro, VT

Mrs Helen Ladd ’12, P’42* and Mr. George Ladd ’16, P’42*
Wayne, ME

Ms. Adelma Lajoie ’32*
Concord, NH

Major Randolph N. Langer ’83
Meredith, NH

Mrs. Hazel M. Leonard ’27*
Fryeburg, ME

Mr. Stuart Lipp ’65
Chagrin Falls, OH

Ms. Maxwell Love ’93
Cedar Rapids, IA

Mr. and Mrs. Donald I. Lowry GP’00*
Naples, FL

* Deceased

M-R

Mrs. Grace A. McAuslan ’23*

Mr. Robert L. McFadden ’53*
Lubec, ME

Mr. John L. Merriam ’40*
Warwick, RI

Mr. Donald G. Methven GP’16, ’18, ’19* and Mrs. Anne K. Methven*
Sugar Hill, GA

Mr. Kenneth E. Miller and Mrs. Linda E. Miller P’93
New London, NH

Mrs. C. J. Mills GP’85*
Greenwich, CT

Mr. George W. Morosani ’60
Asheville, NC

Mr. Geoffrey S. Morris ’62*
Lantana, FL

Mr. David W. Moulton ’70
New Haven, CT

Mr. Raymond F. Murphy ’78
Putnam, CT

Mr. Michael W. Nash ’56
Palm Harbor, FL

Mr. Carl H. Oppenheim and Mrs. Gwendolyn H. Oppenheim P’97
Bethesda, MD

Mr. and Mrs. L. Beaumont Parks P’57*
Cleveland, OH

Rev. William N. Peabody* and Mrs. Elizabeth B. Peabody P ’82, ’86
Shelburne, VT

Mr. John Pearson ’45*
Portsmouth, NH

Mr. Joe Pellerin ’88 and Mrs. Jody Pellerin
Cedar Rapids, IA

Mr. John B. Pendleton HA’06* and Ms. Elizabeth V. Carruthers* P’85, ’88, GP’00, ’13, ’15, ’20, '25
York, ME

Mrs. Jean Prior*
Vero Beach, FL

Mr. John Proctor*
Andover, NH

Mr. James W. Reichert ’50*
Canton, NY

Ms. Karen Reutlinger and Mr. Steven Sharon P’24
San Francisco, CA

Mr. George F. Richardson ’40*
Lowell, MA

Mr. George A. Robinson*
West Hartford, CT

Mr. Sumner Rulon-Miller ’57*
New York, NY

* Deceased

S-Z

Mr. Gregory R. Samaha ‘71 and Mrs. Marie T. Samaha
Center Harbor, NH

Mr. Charles N. Snow ’51*
Eastham, MA

Mr. George B. Spurr
Bedford MA

Mr. Robert B. Rheault* and Ms. Susan St. John P’95
Owls Head, ME

Mrs. Karen Stableford P’96*
Carbondale, CO

Mrs. Barbara Stevens*
Kent, OH

Mr. Ayres Stockly ’82
Cumberland, ME

Mr. William T. Suydam ‘50*
Franklin, NH

Mr. David S. Thompson ’51*
Eliot, ME

Mr. Oscar Thrasher*
Peterborough, NH

Mr. Christopher B. Todd ’92*
Far Hills, NJ

Mr. James R. Treadwell ’53*
Salem, MA

Mr. Robert D. Usen* and Mrs. Virginia C. Usen P’96
Plymouth, MA

Mrs. Emily Montag Vaughan ’82
Charlotte, NC

Mr. Henry L. Vaughan ’74
Winterport, ME

Mr. Burnham M. Weeks ’48*
Tilton, NH

Rev. Dr. Horace F. Westwood ’30*
Fairhaven, MA

Hugh White ’48*
Stuart, VA

Mr. William K. Whyte ’66
Glen Echo, MD

Mr. Walter O. Wright ’49*
Cranbury, NJ

Mr. Willard H. Wyeth, Jr.*
Lookout Mountain, GA

* Deceased

If you feel that you should be included on this list, that your listing is in error, or if you would like information about including Proctor Academy in your planning, please contact our Development Office at 603-735-6000 or development@proctoracademy.org.

“By including Proctor Academy in my giving, I know that I am making a meaningful contribution to the lives of aspiring young people--like the one I once was. At the same time, I take immense satisfaction knowing that I am giving in return for the many blessings my family and I have received from Proctor. Your love for this school will perpetuate the Proctor experience for generations of young people—many of whom will benefit from the school’s extraordinary support programs. My dream for success came true. Together, we can make countless dreams come true.” - James L. Dunbar ‘49

Planned Giving

Dunbar Society: Honoring Visionary Supporters of Proctor Academy Through Planned Gifts and Philanthropy.

Quicklinks

To Learn More About Planned Giving:

WAYS TO GIVE

Gifts by Will

Gifts That Pay You Income

Gifts That Protect Your Assets

Gifts from Retirement Plans

Gifts by Estate Note

Allan Johnson '78

Jay Fisher '72

Mollie Burns '90

Peter Durkin '12

Members of The James L. Dunbar '49 Legacy Society

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G-L

M-R

S-Z

Planned Giving