Deferred Gift Annuity
(Is this gift for you?)

A deferred gift annuity is for you if ...

• You are in high earnings years, looking for both income tax savings now and an additional source of revenue when you retire.
• You want to make a significant gift to us and receive payments in return.
• You want to maximize the payments you receive from your planned gift -- and you want to lower your income tax on those payments.
• You want the security of payments that won't fluctuate during your lifetime.
• You also appreciate the safety of your payments being a general financial obligation of the institution.

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