Planned Giving: Your Philanthropic Legacy

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.