Browse the Plans
Bequests
The most flexible and popular
method of charitable gift planning is to create a bequest through your
will. Learn more about bequests >>
Life
Income Plans
Life Income Plans allow you
to make a substantial gift to Dartmouth while still providing for your
personal financial needs or support of others.
You make an irrevocable contribution
of cash, securities, or other property, and in return, you and/or other
named individuals receive payments for life or a term of years. When
the plan ends, the remaining principal will pass on to the College to
be used as you have instructed. Appreciated securities or real estate
are an excellent way of funding these gifts, often unlocking greater
income while eliminating, or reducing capital gains tax.
Explore our three most
popular Life Income Plans:
Gift
Annuities
Pooled Income Funds
Charitable Remainder Trusts
Special Gift Planning Programs
Working with Dartmouth to
plan your gift enables you to tailor plans to meet a variety of personal
and philanthropic goals.
Whether you wish to pass on
assets to heirs with minimum tax consequences, to find a way to use
your real estate for charitable purposes while retaining personal lifetime
use, or to benefit multiple charities without the expense and management
demands of setting up a private foundation, there are gift plans that
will work for you.
Take a look at some of
our more popular Gift Planning Programs:
Charitable
Lead Trust
Gifts of Real Estate
Retained
Life Estate
Bargain Sale
Dartmouth Donor Advised Fund
Restricted Assets
Assets which are restricted
by some outside agency or persons are known as restricted assets. In
some cases, these assets can be used as part of your charitable giving
strategy and can often have long term tax benefits.
Our most popular Restricted
Asset Programs:
Life
Insurance
Retirement Assets
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