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
Share In Duke's Investment Success
Duke is one of only a handful of universities that has been given permission by the IRS to invest charitable remainder trusts with the university's endowment assets. For the ten-year period ending June 30, 2007, Duke's investment managers at DUMAC, LLC, achieved a 17.1 percent average annual compound rate of return on the university's endowment assets. Learn more about this gift opportunity, and find out why Bloomberg.com wrote "Entrusting Money to Duke Means Taking Ride to Bigger Returns."