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
Beneficiary Designation
Charitable Remainder Trust
Charitable Gift Annuity
IRA Distribution
Pooled Income Funds
Charitable Lead Trust
Bargain Sale
Dartmouth Donor Advised Fund
Retained Life Estate
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
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.
Planned Giving Stories
Reasons for making a planned gift to Dartmouth are as varied as our alumni. Read some of their stories.
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.
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.
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.”
Two Generations Make a Gift
Ken Rothchild ’50 TU’51, joined by his son Ken Rothchild ’77, is leaving $1 million to Dartmouth, a planned gift that will support two athletic programs.
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.