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.