By Tag · Beneficiary
4 reasons to make a charitable gift through your retirement account
January 23, 2015
Think for a moment about everything you own...your car, your home, maybe another property that you purchased as a get-away or an investment, and your various investment accounts and bank accounts. Which is worth the most?
For many of us, it's our retirement accounts. If you've been contributing to these accounts year after year, then—despite some downturns—your investments held by these accounts may have grown substantially.
How does this relate to making an impact at Duke?
Naming Duke as a beneficiary of a qualified retirement account may allow you to make a much larger gift to the university than you thought possible. Continue Reading ➜
FAQ: I have a life insurance policy I don’t really need anymore….can I give it to Duke?
November 5, 2014
As one goes through life, one collects things that are important at that moment, but later….well…not so much. Our office receives a call every month or so from donors who purchased a life insurance policy years ago, often when their kids were born (or when they were starting a business). “I bought it to protect my family in case something happened to me, but now, the kids are out of college and doing well so we really don’t need it. Can I give this policy to Duke?”
The good news -- Yes, you can!
There are several ways that you can use a life insurance policy to have an impact at Duke University. Continue Reading ➜