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Planned Giving

Making a planned gift is a wonderful way to show your support for Phillips Exeter Academy’s mission while accommodating your own financial and philanthropic goals.

Welcome to Planned Giving

Making a planned gift is a wonderful way to show your support and appreciation for Phillips Exeter Academy and its mission while accommodating your own personal, financial, estate-planning and philanthropic goals. We recommend that you familiarize yourself with various gift options by exploring how to give and what to give. Then compare gift options and/or calculate how these gifts could work for you. And of course, please contact us for assistance or to discuss your personal situation and objectives.

New Tax Law and How It Affects Charitable Giving

Gift Annuity Rates Are Up, Fund with Your IRA

Join The Heritage Circle

The Heritage Circle is a loyal group of alumni, families, and friends who have been recognized for their thoughtful planning of future gifts to the Academy. This significant support provides critical funding for Exeter’s people, programs, and facilities—including financial aid, general operating support, the arts, athletics, student organizations and clubs, capital projects, and the overall student experience. If you've included Exeter in your estate plans or have more questions, please let us know.

Learn more

Most Popular Gifts

Learn more about the different gift options that will help you meet your charitable and financial goals and how you can help support Exeter.

Personalized Gift Calculation

Use this form and we will send you a personalized calculation based on the information you provide. Or use the personal gift calculator to explore your options yourself.