Appreciated Securities
(Double Your Benefits)

How it works

	You transfer securities to Exeter.
	Exeter sells your securities and uses the proceeds for its programs.

Benefits

• You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  
• You pay no capital gains tax on the securities you donate.
  
• You can direct your gift to a specific fund or purpose.
  
• You can have the satisfaction of making a significant gift now or funding a life-income gift that benefits Exeter later.

For more information

Email us, complete the personal illustration form, or call us at (603) 777-3667 so that we can assist you through every step of the process.

Chris Wronsky
Director of Planned Giving
Phillips Exeter Academy
20 Main Street
Exeter, NH 03833
(603) 777-3594 Fax (603) 777-4201