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Gifts of Partnership Interests



How it works

You convey a partnership interest to Exeter.

Depending on the circumstances, Exeter may choose to continue the partnership interest or to sell it and use the proceeds for its programs.

Benefits

  • You receive gift credit and an immediate income tax deduction for the appraised value of the donated partnership interest, net of any liabilities that might pertain to it.
  • Under certain conditions, you may be able to gift a partnership interest to a life-income arrangement, such as a FLIP Unitrust.
  • You can have the satisfaction of making a significant gift that benefits both you and Exeter during your lifetime.

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