1981 BEQUEST PROGRAM HIGHLIGHTS

The Chairman's Report

The 31st year of the Dartmouth Bequest and Estate Planning Program was highlighted by receipts totaling $7,242,609 from realized bequests, life income trusts, and other planned gifts. Over 250 individuals and estates contributed to the program during 1980-81, continuing the upward trend of recent years.

Prominent among the new benefactions were two major bequests: one for $1,260,040 from the estate of Marguerite S. Reagan, widow of Frank J. Reagan 'O9; and the second in the amount of $1,015,000 from the estate of Loren M. Berry, father of John W. Berry '44.

The popularity of "life income giving" continued with 73 new trusts and annuities and 57 additions (a new record) to existing trusts, for a total of $2,465,935. This was the third highest annual total in the program's history.

To those donors last year whose generosity of heart and substance will long be remembered, and to the forty-two Class Bequest Chairmen whose dedicated efforts on Dartmouth's behalf help to strengthen her future financial well-being, I wish to extend my deep and abiding gratitude.

Allen S. Brush '35 President, Association ofClass Bequest Chairmen1979-1981

1980-1981 Bequest Program Summary

Realized Bequests (38 new, 20 additions) $3,886,527 54 Life Income Trusts (73 new, 57 additions) 2,465,935 34 Estate Planned Gifts (65) 695,040 9 Other Trust Receipts (13) 195,107 3 Totals $7,242,609 100

Six Largest Life Income Trusts

Plan Amount Unitrust $507,150 Unitrust 102,230 Old Pine Pooled Fund 100,000 Unitrust 61,875 Unitrust 57,378 Unitrust 55,804*

*additional gift to existing trust

Six Largest Bequests

Donor Amount Marguerite S. Reagan $1,260,040 (1909 widow) Loren M. Berry 1,015,000 (1944 parent) Clarence B. Little 1881 300,000* Harvey P. Hood '18 228,594* Helen Geisel 227,183* (1925 wife) Nelson L. Doe '12 97,080

*represents additional distribution fromdonor's estate

Class Bequest Chairman-of-the-Year

The highest honor bestowed on an alumni volunteer in the Bequest Program is that of Class Bequest Chairman-of-the-Year. In 1981 this award was presented to Paul L. Guibord who has served with distinction as the 1936 Bequest Chairman for the past 20 years. One of Dartmouth's great all-time athletes in hockey and tennis, Paul retired to North Carolina in 1979 following a successful career in the life insurance industry. He was president of the Bequest Chairmen's Association in 1976, and was the recipient of the Dartmouth Alumni Award in 1978. As the 1981 Bequest Chairman-of-the-Year, he was also the first: recipient of the Ford H. Whelden 1925Award which was established last year.

The Class of 1926Funding Associates Project

The Class of 1926 brought special recognition to the 55th anniversary of their graduation by adopting a "Funding Associates" project last year in anticipation of their June reunion in Hanover. Following in the footsteps of four other classes, the Class of 1926 adopted as the primary objective of the project the perpetuation of their annual gifts to the Alumni Fund through the creation of individually-named endowment funds, either by lifetime gifts and trusts or bequest provisions under their wills. Under the leadership of Class Bequest Chairman Charles S. Bishop, there were 94 "Funding Associates." A grand total of $3,508,812 was received or reported. A handsome scroll listing the names of all participating members of the class was presented to the College, to be hung in the Carleton Blunt Alumni Center. The scroll states, in part, that 'The 1926 tradition of devotion and support has been upheld and enhanced by these individual acts of generosity . . . May that tradition continue into perpetuity through our estate planning gifts and intentions so that our beloved Dartmouth may forever remain strong and free."

Bequest Program Staff: Robert L. Kaiser' 39 Co-Director Frank A. Logan '52 Co-Director Grant E.G. Healey '75 Assoc. Director Suite 315, Blunt Alumni Center

DARTMOUTH BequestEstate Planning PROGRAM

John K. Benson '3l (right) and Guy A. Swenson, Jr. '42, president and vice president respectively of the1981-83 Association of Class Bequest Chairmen, at the annual meeting in Hanover last May.

Charles S. Bishop readingthe 1926 Funding Associatesscroll.

Paul L. Guibord '36

Frank A. Logan '52, Bequest Program co-director,receiving the scroll for the College.

Bequest Chairman Charles S. Bishop (left) and ClassPresident Clark Weymouth

Robert L. Kaiser '39 (left) and Frank A. Logan '52are the co-directors of the Bequest Program.