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.

Bartlett Tower with a lot of snow in front

Benefits

Enjoy immediate and future tax benefits and simplify your estate planning.

Plan at a Glance

  • Under 40
  • 40-54
  • 55-69
  • 70+
  • Reduce income tax
  • Reduce capital gains
  • Reduce estate taxesv

Real estate

How It Works

A retained life estate gift allows you to make a significant, meaningful contribution to Dartmouth without immediately parting with your assets. You may transfer ownership of a primary residence, second home, farm, or land to Dartmouth now, but retain its use during your lifetime.

Next Steps

Contact the Gift Planning Office at gift.planning@dartmouth.edu or 800-451-4067 to learn more—including whether your property is eligible.