By Tag · retirement
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3 reasons to consider a charitable gift annuity as part of your retirement strategy September 30, 2015
![3 reasons to consider a charitable gift annuity as part of your retirement strategy]()
You've worked hard...for decades and it's about time for you to enter the next phase in your life, one in which you'll have time to catch-up on all those books you've been meaning to read, travel to those capitals (foreign and domestic) that you've always wanted to see, and perhaps volunteer for that charity you've always admired. It's called "retirement" and you've earned it.
But retirement is something you have to plan for, particularly the financial part. How can you be assured that you will continue receiving the income you need and be free from the worry that you "won't have enough”?
There are many answers to that question. Read on to learn more... Continue Reading ➜ -
3 things every woman needs to know about preparing for retirement September 22, 2015
![3 things every woman needs to know about preparing for retirement]()
Did you know that women consistently save less for retirement than men do? This statement is true despite the fact that women are living about five years longer than men are and their money has to be stretched even further! A recent article from Forbes Retirement discusses the three essential retirement planning tips for women. Continue Reading ➜
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Article: Three reasons why women should lead household retirement planning July 1, 2015
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BloombergBusiness recently published the article, “Three reasons why women should lead household retirement planning,” by Carla Fried that suggests women may be more adept at managing their retirement assets than their spouses. Continue Reading ➜
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My Giving Story: Blaine Paxton Hall April 8, 2015
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Duke University is a constant source of inspiration and connection for Blaine Paxton Hall M.H.S.-CL’07. In recognition for his deep affinity to Duke, Hall made two planned gifts to support the Duke School of Medicine and Duke Math Department.
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What the Future Holds for Charitable Gift Planning February 3, 2015
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As we gaze into our ever prescient crystal ball—what future do we foresee for charitable gift planning? Answer: a VERY bright one! (Well, what did you expect me to say?)
Let’s ignore the conjecture so often offered in light of congressional and presidential proposals, oil price fluctuations, and world events and consider where we are, today, rather than the myriad of possibilities out there…in The Twilight Zone.
We anticipate three notable trends to impact charitable giving in 2015. Read on to learn more. Continue Reading ➜ -
4 reasons to make a charitable gift through your retirement account January 23, 2015
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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 ➜ -
Charitable IRA rollover is back for a limited time December 22, 2014
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On December 19, President Obama signed into law an extension of the charitable IRA rollover as part of the Tax Increase Prevention Act of 2014. However, the benefit is only good through December 31, 2014. Here's what you need to know.
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Expert Advice: Prepare to Retire with a Gift Annuity September 15, 2014
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Stock markets are at record highs July 21, 2014
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Bubbles are a great thing when my kids are taking a bath… but NOT when we are talking about investments and where we think things stand in the current economic cycle. As the old saying goes, “you can’t time the market,” but it certainly doesn’t hurt to take some cards off the table while the bulls are still running on Wall Street. Continue Reading ➜
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5 Questions you should ask your CPA or financial advisor before making a charitable gift June 4, 2014
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There are numerous ways to make charitable gifts and fulfill your personal and philanthropic goals. While we all tend to make smaller charitable gifts by check or credit card, it is wise to understand your choices (and related benefits) when considering a larger gift.
Here are five simple questions you may want to ask your CPA or financial advisor as you consider your charitable giving this year.
Continue Reading ➜
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