Planned Giving & Bartlett Tower Society

Hank Amon and Bill Webster – Gift Planning Co-Chairs and Bartlett Tower Society

Did you know that gifts from estate plans represent up to 1/3 of all gifts received by the College in any given year? In fact, just in the fourth quarter of the fiscal year ended June 30, 2019, the College received $5.1 million in gifts through wills, life insurance policies, retirement plans and life income plans. Did you also know that there are over 4,500 Bartlett Tower Society members, including 66 of our classmates, who have provided for Dartmouth in their estate plans?

For those of you who may not know, the Bartlett Tower Society (BTS) honors alumni and friends of Dartmouth who have included Dartmouth in their estate plans. Membership in the BTS can be obtained by (among other things):

• leaving Dartmouth a percentage of or specified dollar amount from your estate (through a will or trust),
• naming Dartmouth as a beneficiary of a retirement plan (401(k), IRA etc.) ,
• establishing a charitable gift annuity,
• establishing a charitable remainder unitrust, or
• establishing a donor advised fund.

Whether you have ever considered this sort of philanthropy or not, I would urge you to contact Darius Long in the Office of Gift Planning at darius.s.long@dartmouth.edu or by calling him at 603-646-3080. Darius and his staff can be most helpful and will gladly either record you as a BTS member or explain the various ways you might plan now for a future gift to Dartmouth. Of course, we would be pleased to speak with you as well (camon@whitecase.com or 646-761-4483 and billwebster65@aol.com or 860-388-2425)

You can also find more information about planned giving on the Dartmouth Gift Planning Office website www.dartmouth.edu/~gpo/

As of March 1, 2020, the Class of 1965 had 66 BTS members.  Hopefully, you will consider becoming our newest member! Remember, Dartmouth appreciates estate gifts of any size!”

Best,

Hank & Bill