Grantor Lead Trust
How It Works
- Create trust agreement stating terms of the trust (usually for a term of years), transfer cash or other property to trustee, and receive an income-tax deduction
- Trustee invests and manages trust assets and makes annual payments to Exeter
- Remainder transferred back to you
Benefits
- Annual gift to Exeter
- Property returned to donor at end of trust term
- Professional management of assets during term of trust
- Charitable income-tax deduction, but you are taxed on trust's annual income
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Request Calculation
Contact Us
Phil Perham
Director of Planned Giving
603-777-3594
plannedgiving@exeter.edu
Phillips Exeter Academy
Office of Planned Giving
20 Main St. Exeter, NH 03833
Federal Tax ID Number: 02-0222174
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Get in touch
Street Address
Nathaniel Gilman House
46 Front Street
Exeter NH 03833-2460
Mailing Address
Phillips Exeter Academy
Office of Institutional Advancement
20 Main Street
Exeter, NH 03833-2460