Welcome to Planned Giving > Request a Calculation

Request a Calculation

Use the personal gift calculator to explore your options, or fill out this form, and we will send you a personalized calculation based on the information you provide.

1. Select the type of gift(s) in which you are interested:

	Outright
	Bequest (gift by will)
	Charitable gift annuity Support and receive a fixed income for life.
	Deferred charitable gift annuity Support and receive a deferred-income stream.
	Charitable remainder unitrust Support and receive a variable-income stream.
	Charitable remainder annuity trust Support and receive a fixed-income stream.
	Grantor Lead Trust
	Nongrantor Lead Trust

2. Select the type of asset(s) with which you are considering funding the gift:

	Cash
	Securities (stocks, bonds, mutual fund shares)
	Real estate
	Other (please specify)

3. Gift amount and cost basis:

Enter the dollar amount of the gift you are considering:

Enter the cost basis of the asset (if other than cash) you are considering funding the gift with:

4. Age(s) or birth date(s):

Enter the age or birth date for each beneficiary
Beneficiary 1:

	Beneficiary is someone other than me or my spouse.
Beneficiary 2:

	Beneficiary is someone other than me or my spouse.

5. Your information:

* Name:
Occupation:
Address:
City:
State/Province:
Postal Code:
Country:
Phone:
* E-mail:

Questions or Comments:

*All fields marked with the asterisk symbol (*) are required.

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Contact Institutional Advancement

Get in touch

603-777-3454
alumni@exeter.edu
giving@exeter.edu

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