Charitable Remainder Annuity Trust
(Who should serve as trustee?)

An annuity trust is a separate legal entity administered by a trustee. Exeter can serve as trustee of your annuity trust, or you, a financial advisor or institution can serve. We currently administer a significant portfolio of charitable trusts, and any fees are paid by the trust. (We do ask a minimum gift of $ to establish an annuity trust for which we will serve as trustee.) Alternately, you may wish to follow your or your advisors’ investment strategies. Whichever option you choose, we can share sample trust forms and discuss the details of establishing the annuity trust with you and your advisors.

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