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.

Legal Name

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.

Important Information

Click here to download stock transfer instructions for Exeter.

Click here to view sample bequest language for Exeter.