1977-1978 Bequest Program
Twenty-Eighth Year Report
Support for Dartmouth's endowment, plant and other long-range needs through the Bequest and Estate Planning Program reached an all-time high for the year ended June 30, 1978. A grand total of $7,598,932 was received, surpassing the previous annual record of $6,568,417 set in 1972-73. In addition, new records were established for both the number of new bequests and new life income trusts, and for total life income trust dollars:
* Number of new bequests 62 * Number of new life income trusts 60 * Total life income trust dollars $2,561,010
Bequests, life income trusts and estate planning gifts were received from a total of 189 alumni, wives, widows, faculty, parents and friends of Dartmouth, further testimony of the continuing growth of program participation by members of the extended Dartmouth family.
Other highlightsof the 1977-1978 year: SIX LARGEST BEQUESTS Donor Amount Arthur Loew '21 ad $947,500 Anonymous 540,000 Helen D. Plumb (1915) 319,084 Horace W. Christy 1900 300,000 Jacob H. Strauss '22 229,195 Thomas P. Beaumont '45 125,000 SIX LARGEST LIFE INCOME TRUSTSPlan Amount Unitrust $1,000,000 Unitrust 311,942 Old Pine Pooled Fund 124,173 Old Pine Pooled Fund 52,181 Unitrust (Tax-Exempt) 50,563 Old Pine Pooled Fund 50,018
1977-1978 At a Glance $ % Bequests $3,770,233 48 Life Income Trusts 2,561,010 33 Estate Planning Gifts 490,763 7 Receipts from Other Trusts 776,926 12 Totals $7,598,932 100% Since its inauguration by the Dartmouth Alumni Council in 1951, the Bequest Program has brought to the College almost $83-million in lifetime gifts and bequests.
Bequest and Estate PlanningCommittee of the DartmouthAlumni Council
Charles S. Bishop '26-CHAIRMAN John H. Cornehlsen '29 Llewellyn L. Callaway, Jr. '30 John French '30 David M. Lilly '39 John W. Berry '44 Edward B. Linsley '46 Edward M. Scheu, Jr. '46 Frederick M. Rothenberg '64
The Class of 1923Funding Association
In celebration of the 55th anniversary of their graduation, members of the Class of 1923 founded the "Funding Association" last year. The objective of their special reunion project was to encourage members of the class and their wives to perpetuate annual giving to Dartmouth beyond their lifetimes through the establishment of individual endowment funds, either by lifetime gifts or bequests under their wills. Under the leadership of Truman T. Metzel of Winnetka, Illinois, a grand total of $2,313,242 was received or pledged.
Charles S. Bishop '26 of Jamesburg, New Jersey,serves as Chairman of the Bequest and Estate PlanningCommittee of the Dartmouth Alumni Council.
Bob Kaiser '39 (left) and Frank Logan '52 administer theBequest Program from Crosby Hall in Hanover.
