6 benefits of a charitable gift annuity

Make a lasting impact at Duke with the gift that gives back.

The past year and a half has given us renewed perspective on what matters most. For many, that includes the well-being of ourselves and loved ones, financial stability and supporting causes that make a difference.

In times like these, a charitable gift annuity is a great option for many individuals and couples who want to support Duke’s mission while enjoying the security of a fixed income for life, regardless of market performance.

WHAT ARE THE BENEFITS?

  1. Enjoy fixed payments for life to help provide security for you or your loved ones. 
  2. Support the Duke people, places and programs that matter most to you. 
  3. Receive a one-time tax deduction for a portion of your gift. 
  4. Direct your gift to support multiple areas at Duke. 
  5. Create an endowment in your name or the name of a loved one, or add to existing endowments. 
  6. Choose a flexible charitable gift annuity if you are seeking a charitable tax deduction now and a strategic way to increase income down the road. With this type of gift annuity, you decide when to start receiving your fixed payments in the future.

Ready to learn more?

Duke’s Office of Gift Planning professionals are available to work with you and your financial advisors to establish a charitable gift annuity. Contact them today at giftplanning@duke.edu or (919) 681-0464. 

Download our 2021 Charitable Gift Annuity Guide to find out how you can make an impact at Duke that pays you back.


This information is provided with the understanding that neither Duke University nor the authors are providing legal, accounting, or other professional advice or counsel. Please consult your personal counsel about the financial, tax and legal implications of any gift. 

TAGS: Charitable Giving Strategies charitable gift annuities

About the author

Gift Planning

giftplanning@duke.edu

Duke University’s Office of Gift Planning specializes in charitable gift planning for estates, charitable trusts and annuities, and other complex current and future gift plans.

For more information, please contact the Duke University Office of Gift Planning at 919-681-0464 or giftplanning@duke.edu.