BENEFICIARY DESIGNATION
One of the easiest and most effective ways to support Dartmouth is to name the College as a beneficiary of your retirement plan.
Benefits
Designating Dartmouth as a beneficiary of your retirement plan is tax efficient. You can change the percentage or amount you direct to Dartmouth as your circumstances change. You can also name Dartmouth a beneficiary of insurance policies, bank accounts, commercial annuities, and donor-advised funds.
Plan at a Glance
How It Works
A large portion of retirement accounts can be lost to taxes (both income and estate) if they are left to a family member other than a spouse. By making Dartmouth a beneficiary of your deferred retirement plan, the university can use the full value of your gift without paying taxes.