Charitable Lead Trust
Give to Dartmouth now and protect your assets for future distribution.
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
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.