A gift to Duke can also be
a useful
financial planning tool.
Let the Office of Gift Planning at Duke University help you and your financial advisors develop a gift plan that meets your financial and philanthropic goals. A properly planned gift may help you reduce or eliminate capital gains and gift and estate taxes. You may realize immediate tax savings as well.
- Life income gifts can provide you and/or your loved ones with an income for the duration of your lives or for a specific number of years.
- Charitable lead trusts can be used to transfer assets to a loved one with a significantly reduced tax liability.
- Real estate, tangible property, and securities can be turned into gifts with immediate tax benefits.
- Bequests, retirement accounts, and other testamentary gift plans can allow you to make a more substantial gift than you imagined possible.
Gift Planning News
The Charitable IRA Rollover: A Giving Opportunity for 2008 and 2009
Recent legislation renews a temporary provision that allows donors age 70½ or older to make a direct, tax-free rollover of up to $100,000 from an IRA to a qualified charitable organization such as Duke University—but only until the end of 2009. Learn more.