What is a Planned Gift?
A planned gift is a bequest, trust, or other deferred gift that advances Dartmouth’s mission for future generations.
You can direct your planned gift to support a specific program or one of Dartmouth’s graduate and professional schools. Our team will work with you to create a personalized plan that prioritizes your goals and your interest in supporting Dartmouth.
Create Your Legacy
Use the filters below to learn more about the different planned giving options available to you.
Planned Giving Options
Dartmouth Donor Advised Fund
A DDAF can be considered a low-cost alternative to starting a family foundation. You create the fund and take an immediate tax deduction for the full amount. Dartmouth invests your gift alongside the endowment for long-term growth.
IRA Distribution
Directing a portion of your required minimum distribution to a nonprofit organization such as Dartmouth reduces your taxable income—and you can direct your gift to a Dartmouth program that’s particularly meaningful to you.
Pooled Income Funds
Enjoy immediate and long-term tax benefits, establish an income stream for life for you or beneficiaries, and support future students and faculty.
Estate Planning Guide and Workbook
October is National Estate Planning Awareness Month, the perfect time to start thinking about your estate plans. If you haven’t started, check out our free planning guide and workbook. Shaping Your Legacy is designed to help individuals begin thinking about the ways in which they’d like their assets to be distributed among loved ones and charitable organizations.
We're Here to Answer Your Questions
We invite you to contact individual members of our staff by phone or email, or by visiting our office.
Susan Hanifin
Giving Societies
Bartlett Tower Society
The Bartlett Tower Society celebrates alumni, parents, and friends who are remembering Dartmouth in their estate plans.
Thayer Legacy Society
A gift to Thayer School’s endowment is an enduring investment in its academic mission to prepare engineers for “the most responsible positions and most difficult service.”
Geisel School of Medicine Pinnacle Society
Join this group of committed donors to Dartmouth Health and Geisel School of Medicine with a planned gift to contribute to a healthier life for now and future generations.
Tuck Hall Society
Support the Tuck School of Business mission of developing wise, decisive leaders who better the world through business.
Naming Dartmouth in Your Estate Plan
Creating a bequest or beneficiary designation gift are some of the easiest ways to support Dartmouth students and faculty through your estate plan. Check out our sample bequest language to help you get started.
Planned Giving Stories
Reasons for making a planned gift to Dartmouth are as varied as our alumni. Read some of their stories.
Helping Keep Dartmouth Affordable for Future Generations
A retired gift planning professional and longtime Dartmouth volunteer leader, Stefanie Valar ’76 shares how a simple legacy gift can help keep Dartmouth affordable for future generations.
“Planned Giving is Such an Easy Way for Young People to Engage in Philanthropy”
Patrick Bedard GR’19 is vice president and director of administration at First Bank of the Lake. He joined the Bartlett Tower Society in 2025 by naming Dartmouth as an IRA beneficiary.
“This Feels Like a Gift with More Emotional Meaning.”
For Karen Hung Raghavan ’99 and Sharat Raghavan ’98, a planned gift to Dartmouth is a meaningful way to honor their experience and create opportunities for future generations.
Charitable Gift Annuity: The Gift that Keeps on Giving Back
The fundamentals of Charitable Gift Annuities and how they can enhance your charitable giving plans.
Have a Question?
Dartmouth Gift Planning
gift.planning@dartmouth.edu
(603)-646-3799
Dartmouth Tax ID: 02-0222111