Life Insurance Policy
How It Works
- You assign all the rights in your insurance policy to Exeter, designate us as irrevocable beneficiary, and then receive an income-tax deduction
- Exeter may surrender the policy for its cash value or hold it and receive the proceeds at your death
Benefits
- You receive a federal income-tax deduction
- If premiums remain to be paid, you can receive income-tax deductions for contributions to Exeter to pay these premiums
- You can make a substantial gift on the installment plan
- Exeter receives a gift they can use now or hold for the future
Request an eBrochure
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
© 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