Gifts from Retirement Plans at Death
How It Works
- You name Exeter as beneficiary for part or all of your retirement-plan benefits
- Funds are transferred by plan administrator at your death
Benefits
- No federal income tax is due on the funds that pass to Exeter
- No federal estate tax on the funds
- You make a significant gift for the programs you support at Exeter
Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.
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Which Gift Is Right for You?
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