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
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
