Goals and Benefits


Your Goals

Your Strategy

Your Benefits

Afford a larger gift to Exeter — and avoid capital gains liability

Give appreciated stock or bonds held over one year

Buy low and give high — make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax

Retain income benefits from the assets you give to Exeter — thus afford a larger gift

Make a contribution to our pooled income fund. Create a charitable gift annuity or a charitable remainder annuity trust or unitrust

Receive income for your lifetime; receive a charitable deduction; diversify your holdings

Reduce high tax liability now; gain additional income later

Establish a deferred gift annuity

A larger deduction and a higher income rate than other life-income gifts offer

Tap one of the most valuable assets in your portfolio to make a gift that benefits Exeter

Use real estate to make your gift to benefit Exeter

Avoid capital gains tax, receive an income tax deduction — and have the option of creating income payments for your life with a charitable remainder unitrust

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren

Create a charitable lead trust which supports programs at Exeter for a fixed, finite period with the principal going to your heirs

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family

Avoid capital gains liability on the transfer of a business or partnership interest

Contribute the partnership interest or business interest to Exeter

Avoid capital gain liability, receive an income tax deduction, and use a gift asset you may have overlooked

Locate an overlooked asset that you can easily give to Exeter

Name Exeter as beneficiary of your retirement plan; leave other assets to family

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs