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.
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.
Gift Annuity Rate Calculator
Use our online gift calculator to do what-if analysis.
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.
Heritage Circle
Join the circle of generous alumni, parents and friends who have given through deferred gifts, bequests or trusts.
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.