Planned Giving
Meet Our Donors
It Is Never Too Early To Leave A Legacy
Chip Bromley '00
Chip Bromley '00 is one of the youngest members of the BWW Society. As a professional wealth manager, Chip is very familiar with investments, retirement strategies, and estate planning, including charitable gifts. As he worked with his clients, he witnessed how many had charitable gifts as part of their overall financial goals and how they were fulfilled.
When Chip evaluated the charitable entities in his life, he decided that The Episcopal Academy had made a significant impact on his life. Chip was inspired by the culture of learning surrounding him when he arrived at EA in ninth grade. For the first time in his educational career, he realized the teachers wanted him to learn and were on his side, not just trying to make him abide by the rules and do the work. He feels EA helps students move from thinking as children to thinking as adults. The new JTerm classes are examples of EA's direct approach to imparting a broader set of skills to students as they enter the real world, according to Chip.
Chip is a consistent donor to The Episcopal Fund each year, and as he was increasing his gift, he decided that he would take part of that gift and pay for an insurance policy that would have a greater impact on the school financially in the future. With EA as the named beneficiary of the policy, the school will receive the proceeds as part of Chip's estate. In addition, Chip has included EA more generally in his will and hopes to do more going forward. He feels doing this as a young person, when he does not have dependents, sets a precedent and will allow him to continue to expand his goals even as his personal circumstances change. It is never too early to write a will and start to plan for your financial life. He encourages all young adults to do the same.