Life Insurance Policy

Life Insurance Policy Diagram. Description of image is listed below.

How It Works

  1. You assign all the rights in your insurance policy to Exeter, designate us as irrevocable beneficiary, and then receive an income-tax deduction
  2. 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

More Information

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

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer