Information for Attorneys and Other Professionals
The Office of Planned Gifts at Exeter provides support for a full range of charitable Planned Gifts options and services. Exeter, its employees or representatives, do not offer legal or financial advice. We strongly urge prospective donors to consult with their attorney, financial advisor, estate planning professional, accountant or other appropriate professional before making any material decisions based on information we provide through this website, printed materials or other sources.
We welcome the opportunity to work with you in helping your clients identify tax-wise and beneficial ways to support Exeter’s charitable non-profit mission. Please feel free to contact us directly for information or assistance on a confidential basis.
All charitable gifts should be directed to Phillips Exeter Academy, the charitable, tax-exempt organization located in .
TAX I.D. Number
Exeter’s TAX ID number is 02-0222174.
Click here to download stock transfer instructions for Exeter.
Click here to view sample bequest language for Exeter.
- Charitable Bargain Sale
- Charitable Gift Annuity
- Deferred Gift Annuity
- Charitable Lead Trust
- Remainder Annuity Trust
- Remainder Unitrust
- Pooled Income Fund
- Testamentary Life-Income
Assets to Give