Planned Giving, sometimes called “deferred giving," is a gift made in a donor’s overall estate planning. It is a contribution that is arranged now, to be given at a later date. These can include gifts of equity, life insurance, real estate, personal property, or cash.
DNRT's Legacy Society recognizes individuals who have put DNRT in their will or estate plans. Your generosity by including DNRT in these plans, ensures the continued protection of Dartmouth’s natural resources for people and nature, forever.
Including DNRT In Your Will
Naming DNRT as a beneficiary of your estate in your will or estate plan is the simplest planned gift.
To leave DNRT a bequest in your will, you may use the following language:
I bequeath to the Dartmouth Natural Resources Trust, Inc., a Massachusetts charitable corporation in Dartmouth, Massachusetts (tax identification number 23-7113649) the sum of $_______ (or______%) of my residuary estate to be used for its general purposes (or for a specific DNRT Reserve or other designation in keeping with our mission).
If you've already included DNRT in your will, please let us know below!
Naming DNRT in Your Retirement Plan
You can also easily name DNRT as the beneficiary of your 401K, IRA, pension, insurance, or other retirement plan using a simple beneficiary form. The administrator of your plan will be able to provide you with this form. DNRT should be listed as Dartmouth Natural Resources Trust, Inc. Our tax identification number is tax identification number 23-7113649.
Gifts of Stock
DNRT welcomes gifts of stock and it is easy to do. In addition to helping DNRT, gifts of appreciated securities has two benefits for the donor: 1) the full-market value of the securities is tax-deductible and 2) if the securities have appreciated in value, capital gains taxation can be avoided.
Other Planned Giving Options
A Retained Life Estate allows you to contribute real estate while retaining the use of it for your lifetime. At your death, the proceeds of the property’s sale are your gift to DNRT.
A Charitable Remainder Trust is a flexible life-income arrangement that ensures that you or your beneficiary receives income for life. When the trust terminates, the principal remaining is your gift to DNRT. DNRT will not accept an appointment as Trustee of a charitable lead trust, only the role of beneficiary.
A Charitable Lead Trust is very similar to a Charitable Remainder Trust— but in this case, it provides an income stream to DNRT for a fixed number of years. At the end of the term, the principal in the trust returns to you or your beneficiary. DNRT will not accept an appointment as Trustee of a charitable lead trust, only the role of beneficiary.
Please join us!
To become a member of the DNRT Legacy Society simply fill out the form below to let us know you have named DNRT as a beneficiary of a planned gift.
To recognize your special commitment, we offer the following benefits:
- Recognition as a member of the DNRT Legacy Society in our Annual Report
- Invitations to special events each year
Thank you for considering this approach to helping ensure the protection of Dartmouth’s natural resources forever. We encourage all interested donors to consult with an attorney or tax professional.
To make one of these types of donations – or for more information – please fill out the form below.