fbpx Planned Giving: Your Philanthropic Legacy | Phillips Exeter Academy

Planned Giving: Your Philanthropic Legacy

Act Now for the Future

Planned gifts, including gift annuities and charitable trusts, can help you meet your financial and charitable goals while supporting Exeter in the long term.

Bequests and outright gifts, such as qualified charitable distributions from an IRA, afford an easy way to support Exeter and often carry significant tax benefits. 

Include Exeter in your financial planning and you help ensure that our students leave Exeter ready to become the thinkers and creators who will shape our world. 

For more information, contact Phil Perham at:

603-777-3594
Send Phil an email

Bequests

Naming Exeter in your will costs nothing today, can be changed during your lifetime, and can be structured to provide support to the Academy after your other financial obligations have been met. 

Gift Annuities

You make a gift to Exeter today ($10,000 minimum), and the Academy will then pay you fixed, guaranteed income for your lifetime. An immediate tax deduction lowers the actual cost of the gift. You can choose an immediate or a deferred annuity.  

Charitable Remainder Trusts

A Charitable Remainder Trust ($100,000 minimum) provides you with quarterly income, an immediate tax deduction, and can be funded with cash or appreciated securities. 

IRA/Retirement Plan Beneficiary Designations

Consider making Exeter a full or partial beneficiary of your IRA or retirement account. Distributions from qualified retirement accounts to Exeter pass free of both income and estate tax.

Charitable Lead Trusts

Make a current gift to Exeter while establishing a significant gift to children or grandchildren to be realized at a future date. A properly structured CLT can reduce estate and gift taxes and eliminate tax on asset appreciation.

Helpful Philanthropic Planning Tools

Gift Planning Tools

Explore giving options with our online resources and tools. 

Go to the page titled Gift Planning Tools

Request Information

Let us know your goals and we’ll be in touch with information that can help you select the right gift for your situation. 

Go to the page titled Request Information

Gift Annuity Rate Calculator

Use our online gift calculator to do what-if analysis. 

Go to the page titled Gift Annuity Rate Calculator

Just Getting Started?

Try our Legacy Planner to get an understanding of the options available to you.

Go to the page titled Just Getting Started?

Ensuring the Future

Make an Endowed Gift

Our endowment provides more than 50 percent of the Academy’s operating revenue. Learn more about the endowment's direct impact on the quality of education of our students. 

Go to the page titled Make an Endowed Gift

Heritage Circle

Join the circle of generous alumni, parents and friends who have given through deferred gifts, bequests or trusts.

Go to the page titled Heritage Circle

Blended Gifts 

We can design flexible giving plans to suit your current and long-term situation. Please contact Phil Perham to discuss:

603-777-3594
Send Phil an email
 

For information on capital gifts, click here.