Charitable Remainder Annuity Trust
(Is this gift for you?)

A charitable remainder annuity trust is for you if ...

• You want to make a major gift to Exeter while retaining or increasing your income from the assets you contribute.

• You hold appreciated stocks or bonds and want to avoid the capital gains cost of a sale.

• You prefer the stability of a fixed income.

• You want a larger charitable deduction for your gift than the unitrust option would provide.

• You hold tax-free bonds and want to continue to draw tax-free income from your gift plan.

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