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Dartmouth Planned Giving

Remembering Dartmouth in your estate planning is an investment in future generations. 

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 schools.

Planned Giving Options

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Bequests

Remembering Dartmouth in your will or trust will benefit future generations.
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Beneficiary Designation

One of the easiest and most effective ways to support Dartmouth is to name the College as a beneficiary of your retirement plan.
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Charitable Remainder Trust

A charitable remainder trust provides income with growth potential for life or a specified period of time.
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Baker Library

Charitable Gift Annuity

A charitable gift annuity provides income for life for one or two beneficiaries and a charitable tax deduction in the year you make your gift while reducing—or even eliminating—your estate taxes.
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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.
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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.
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Benefits

Charitable Lead Trust

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

Sell your property to Dartmouth for below its fair market value, and you receive cash while also making a charitable gift.
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Dartmouth Donor Advised Fund

Give to Dartmouth and other charities of your choice from a fund managed by some of the world’s most talented investors—and receive an income tax deduction.
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Retained Life Estate

A retained life estate gift allows you to live out your years in your home, while knowing your property will someday significantly benefit Dartmouth.
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We’re Here to Answer Your Questions

Our Gift Planning staff can help you or your representatives plan a gift that will best serve your own financial future and best benefit Dartmouth. We can provide sample language, tax calculations, and informational literature—and we are happy to meet with you by phone or in person.

Giving Societies

Barlett Tower at night

Bartlett Tower Society

The Bartlett Tower Society celebrates alumni, parents, and friends who are remembering Dartmouth in their estate plans.

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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.”

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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.

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Tuck Hall Society

Support the Tuck School of Business mission of developing wise, decisive leaders who better the world through business.

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Planned Giving Stories

Reasons for making a planned gift to Dartmouth are as varied as our alumni. Read some of their stories. 

 

people

A Sustaining Gift with Long-Term Impact

Patty Chan and Howard Hodel ’75 P’15,’19 THP’16 invested in a Dartmouth Donor Advised Fund to support financial aid and student life initiatives.

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planned giving story

A Bequest to Help Students Seeking Community

Rob Saltzman ’76 has made a bequest to support Triangle House and other on-campus resources supporting Dartmouth’s LGBTQIA+ community.

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planned giving story

Gratitude for Supporting Her Dreams

Sindhura Kodali ’08 is directing a planned gift to Dartmouth—by naming the College a beneficiary of her life insurance policy—“to make sure this institution endures.”

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DDAF vs. Family Foundation

A simple comparison between a Dartmouth Donor Advised Fund and a family foundation. 

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Contact Us

We invite you to contact individual members of our staff by phone or email, or by visiting our office. Not sure who to contact? Email us at gift.planning@dartmouth.edu and we'll direct your question to the right person.