Why Estate Planning Matters
Discussions about estate planning can bring up emotions we may want to avoid. But those who have gone through the process typically emerge with an abiding sense of relief and confidence knowing that their plans are secure.
Shaping Your Legacy is designed to serve as a starting point for individuals to begin thinking about the ways in which they'd like their assets to be distributed among loved ones and charitable organizations.
Where There's a Will, There's a Way
A formal will enables family, executors, and probate courts to follow your wishes in the disbursement of your residual assets. It removes the guesswork, protects your legacy intentions, and allows you to provide in specific ways for family, friends, and charitable organizations.
Bartlett Tower Society
There are multiple ways to join the Bartlett Tower Society, such as remembering Dartmouth in your will or naming the university a beneficiary of your life insurance policy.
If Your Giving Plans Include Dartmouth
Remembering Dartmouth or other nonprofits you care about in your will or trust can reduce your estate taxes and will benefit future generations. You can revise your gift at any time should your circumstances change.
Complete our online bequest form to let us know you’d like to support Dartmouth through your estate plans. If you need assistance, contact the Gift Planning team at gift.planning@dartmouth.edu or 800-451-4067.
Please note: Dartmouth’s Gift Planning Office does not provide tax or legal advice. Please consult your attorney or tax advisor prior to entering into any gift planning arrangement.
