Nongrantor Lead Trust
How It Works
- Create trust agreement stating terms of the trust (usually for a term of years) and transfer cash or other property to trustee
- Trustee invests and manages trust assets and makes annual payments to Exeter
- Remainder transferred to your heirs
Benefits
- Annual gift to Exeter
- Future gift to heirs at fraction of property's value for transfer-tax purposes
- Professional management of assets during term of trust
- No charitable income-tax deduction, but donor not taxed on annual income of the trust
Request an eBrochure
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
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer
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