Charitable Lead Trust

Reduce the cost of passing assets to your heirs while supporting a Dartmouth program that is particularly meaningful to you.

Benefits

Benefits

Reduce the cost of passing assets to your heirs while supporting a Dartmouth program that is particularly meaningful to you.

Plan at a Glance

  • 40-54
  • 55-69
  • 70+
  • Reduce income tax
  • Reduce estate taxes
  • Transfer wealth to heirs
  • Support charities
  • Business interest
  • Cash
  • Personal property
  • Real estate
  • Stocks

How It Works

With a charitable lead trust, you transfer an asset—such as cash, securities, business interest, real estate, or personal property—into a trust. The trustees pay the annual income interest to Dartmouth. When the trust term expires, the remaining assets are transferred back to you or your non-charitable beneficiaries, without passing through your estate.

Next Steps

To learn more about charitable lead trusts, contact the Gift Planning team at gift.planning@dartmouth.edu or 800-451-4067.