Exeter relies on charitable gifts to meet its daily needs and to support its future. We take our responsibility to be good stewards of the money entrusted to us seriously and apply those dollars wisely and with purpose to Exeter's needs.
Your gift can take multiple forms and can help you address your personal financial goals. Do you want to make a significant gift during your lifetime, or would a gift as part of your estate work better? Do you have a particular asset that you are thinking of donating? Do you want to increase your retirement income, or is your primary goal estate preservation? Are you carrying excess life insurance or a large balance in your retirement plan?
We will be pleased to work with you and your advisors to help you craft the gift plan that works best for your goals and dreams. Here are some places to start as you consider your options:
- Travel through the Legacy Planner to help you decide what plan will best meet your needs.
- Click here to see what options will meet your particular situation.
- Use the following guide to help you weigh your options.