Heritage Circle gifts allow donors to make substantial contributions to the Academy while retaining life income, providing for heirs, or enhancing estate plans, according to their individual philanthropic and financial goals. There are many ways of making such gifts to Exeter. These include charitable gift annuities, charitable remainder unitrusts, among others. Most planned gifts provide the donor with an immediate charitable gift tax deduction.
Many donors also realize substantial estate tax savings.
The charitable lead trust allows you to make a future transfer of assets to heirs, while supporting Exeter in the present. Bequests and other types of planned gifts may also reduce estate taxes, thereby preserving assets for your heirs. As with a gift of cash, a planned gift allows you to direct your future gift to an area of the Academy that is important to you. If you wish, you may also credit your gift to a class reunion. Gifts of Appreciated Securities Life Income Gifts Gifts of Real Estate Gifts of Personal Property Bequests Read about recent donors and planned gifts to the Academy.