By Tag · Gifts of securities
Charitable gifts of appreciated stocks, bonds, mutual funds and other securities
July 3, 2019
Charitable gifts of appreciated stocks, bonds, mutual funds and other securities can give you an extra bonus in terms of tax savings (as compared to a donation of cash). If you have owned publicly traded securities more than one year—which makes it a “long term capital gain” asset—you can claim a tax deduction for the full fair market value of the securities and never have to pay capital gains taxes on the appreciation. Continue Reading ➜
Gifts of appreciated stock when merger, negotiated sale or other corporate acquisition is in play
July 7, 2016
Corporate mergers and acquisitions take place many times each year. These are often great for shareholders in terms of additional gain, but may also produce unwanted taxes. If a donor owns appreciated stock in a company that is subject to a takeover, merger, tender offer, negotiated sale or other acquisition, can the stock still be donated to charity (Duke) and capital gains tax avoided? Continue Reading ➜
3 ways to make the most of your finances through philanthropy in 2016 and beyond
April 28, 2016
It was a wonderful time celebrating with alumni and friends at Duke Reunion Weekend, held earlier this month on April 15-17, 2016. Duke University’s Office of Gift Planning hosted two events during this milestone weekend. If you returned to Duke for Reunion Weekend, we hope you enjoyed your time on campus.
Here is as recap of our Duke Reunions Gift Planning-hosted events: Continue Reading ➜
Gift planning at any age: 40s and 50s
March 8, 2016
Gift planning can be a smart way to leave a lasting impression at a charity, like Duke, while achieving your personal and financial goals. There are many options for every life stage.
If you are in your 40s and 50s, you probably have an established career. It’s likely you are thinking about how to save for some large expenses such as your children’s college tuition, retirement, or long-term care for your parents. You may also have an investment portfolio that has appreciated over the years. Planned giving can provide strategic solutions to reach your future plans. Continue Reading ➜
Common charitable expressions defined
January 22, 2016
It’s no secret that the modern world is becoming more complex. With that complexity arise new expressions and vocabulary. I can't even remember, for example, when we began using the term "emoticon."
While jargon can be helpful to people who dwell full-time within specialized areas of life, it can also become very commonplace and often overlooked. Unfortunately, certain terminology may act as a barrier to those who simply want to get something done. These vocabulary challenges can often arise when someone is considering a charitable gift.
Here are a few terms defined that can sometimes be confusing to folks who are interested in making a gift. These are not legal definitions, but that's the point—they simply attempt to explain commonly used terms in everyday language. Continue Reading ➜