A charitable remainder unitrust is for you if ...
- 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