Major life events mark our most important milestones. As we all continue to adjust in these uncertain times, flexibility is key. We reconsider what is most important to us, re-examine our plans, and try our best to prepare for what’s to come. If you are looking for a way to have an impact at Duke […]

In this three-part series, we’ll explore strategic gift options and introduce you to Duke alumnae who have made lasting impacts on the university through planned giving. Whether you are just starting to consider how a legacy gift can work for you, or are already working with a financial advisor or estate attorney, we are here […]

Major life events mark our most important milestones, and, let’s face it, we’re in the midst of a major life event that none of us ever expected. In times like these, flexibility can be key. We can reconsider what is most important to us, re-examine our plans, and try our best to prepare for what’s […]

Thoughtful estate planning is important if we want to provide for the people and causes we truly care about in life. The process includes terms – such as will, revocable (“living”) trust, and Beneficiary Designation/Payable on Death/Transfer on Death forms – that may not be familiar to everyone. In this article, we hope to help […]

Greetings, Class of 1970! We have been busy planning for our upcoming 50th Reunion at Duke, April 17-19, 2020. I hope to see you there for a beautiful spring weekend! Be sure to visit our website at dukereunions.com/1970 for more information and updates. In addition to Annual Fund and endowment support you may be considering, […]

When Tre’ Scott ’15 left Duke as a wide-eyed graduate he knew what he wanted in a career. But in order to make it real, as easy as it sounds, Tre’ needed to write it down. Tre’ created a list of the things he hoped for — and a separate list of the things he […]

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 […]

On Thursday, June 6th, the Office of Gift Planning hosted the 16th annual Duke Heritage Society luncheon at the Washington Duke Inn Hotel & Golf Club. Our team hosts this event each year as a way to thank local Duke alumni and friends who have included the university in their estate plans. It was a […]

Naming Duke as a beneficiary of my will or retirement account is a complicated process. Gifts made through a will or retirement account are among the simplest, most straightforward ways to leave a lasting legacy at Duke. With only a couple of sentences in your will, you can designate a percentage of your estate (or […]

On Wednesday, March 27, Duke’s Office of Gift Planning partnered with Gregg ‘79 and Susan Berdy to host an evening reception at the Westwood Country Club in St. Louis, MO. It was a pleasure to host over 30 Duke alumni and friends for cocktails and conversation. Our keynote speaker, Nicole Schramm-Sapyta, Ph.D., is the chief […]