Exeter Planned Giving

About AA&D   Exeter Links   Site Map   Exeter.edu      

 
 

Related Links

· 

Gift illustration

· 

Complete gift description

· 

Is this gift for you?

·  Who should trustee?
· 

Additional Planning Tips

· 

Gift example

«

Back

Charitable Remainder Unitrusts
(Is this gift for you?)

A charitable remainder unitrust 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 assets -- securities, a business, or investment real estate -- and want to avoid the capital gains cost of a sale.
  • You want the income from your gift to be able to grow over time.
  • You desire maximum flexibility in the operation of your gift:
    • You want income paid to your beneficiary for a term of years instead of their lifetime.
    • You want income to go to more than one beneficiary.
    • You want the option of choosing the trustees of your gift plan.
    • You want to donate an appreciating but temporarily illiquid asset to Exeter.

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