Make a Bequest

The easiest way to join the Bartlett Tower Society—and the most flexible and popular method of charitable gift planning—is to create a bequest through your will or name Dartmouth as a beneficiary of a retirement plan.

A bequest is a gift that comes directly to Dartmouth upon your death. It’s flexible in that it can be revised any time your circumstances change. It can provide life income for someone you wish to remember. An outright bequest to Dartmouth is fully deductible for estate tax purposes.

The most common and useful bequest is an unrestricted bequest for the general purposes of Dartmouth. This permits the College to use your gift wherever it is most needed. But if there is a particular area you wish to support, the Gift Planning Office will work with you to help ensure that your request is directed effectively.

Bequests typically take one of the following forms:

  • a specified dollar amount.
  • specified assets, such as securities, real estate, or tangible personal property.
  • retirement account assets, consisting of any benefits remaining in your retirement plan.
  • a residuary bequest, in which Dartmouth receives all or a percentage of the remainder of your estate after all other obligations are met.
  • a contingent bequest, in which Dartmouth becomes the beneficiary only if the named beneficiary is unable to accept the bequest.