Planned Giving | Dartmouth Alumni & Families

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.

Gifts during your lifetime

Gifts that provide income

Gifts after your lifetime

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Planned Giving Options

Bartlett Tower with a lot of snow in front

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

Bartlett Tower Society

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

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The Thayer school crest with the year 1867 and a tree, water and sun imagery

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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The Geisel School of medicine crest featuring the year 1797 with the universal medical symbol and a pine with water symbol

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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The Tuck school crest with the year 1900 and a symbol resembling the exterior pillars of the Tuck school building

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.

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.

5 minute read

“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.

2 minute read

“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.

2 minute read

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.

5 minute read

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.