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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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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Charitable Remainder Trust

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

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.

Planned Giving Stories

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

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.

 Susan Hanifin Headshot

Susan Hanifin

Assistant Vice President for Gift Planning
Lindsey Yates-Grimley headshot

Lindsey Yates-Grimley

Director
James Barrett headshot

James A. Barrett

Senior Associate Director
A head shot of Jessica Remillard

Jessica B. Remillard

Associate Director
A head shot of Daniela Darias.

Daniela Darias

Program Manager