Exeter Planned Giving
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Deferred gift annuity

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Charitable Gift Annuity
(A Benefit of Aging)



How it works

You transfer cash or securities to Exeter.

Exeter pays you, or up to two annuitants you name, fixed income for life.

The principal passes to Exeter when the contract ends.

Benefits

  • You receive an immediate income tax deduction for a portion of your gift.
  • Your annuity payments are guaranteed for life, backed by a reserve and the assets of Exeter.
  • Your annuity payments are treated as part ordinary income, part capital gains income (15%), and part tax-free income.
  • You can have the satisfaction of making a significant gift that benefits you now and Exeter later.

Here is our annuity worksheet (PDF).

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