Have you named a loved one or charity as a beneficiary of your Dartmouth Health employer-sponsored retirement plan or insurance policy? Do you have plans to create or update your will or trust? One of the simplest ways to make a gift to Dartmouth Health is by beneficiary designation or bequest. Often, it’s as easy as filling out a form or speaking with an estate attorney.

What are beneficiary designations? 

Beneficiary designations name a person or a charity who will inherit the remainder of your account upon your passing. You name this beneficiary on the forms you fill out when you open a bank or stock brokerage account, establish a retirement account, or open a life insurance policy.

What is a bequest? 

A bequest is a gift made through your will or living trust. They can take various forms. Bequests can be cash or personal and real property. They can be a specified amount of money or a percentage of the residue of your estate.

What are the benefits of these types of gifts?

• Maintain your current lifestyle while making a meaningful gift.
• Enjoy the flexibility to change your plans as life changes.
• Pass your retirement plan assets to us tax-free.

If you would like more information or are interested in learning about other ways to give, please contact us.