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Blueprints Blog

Gift planning insights to build a plan for your future

The Gift Planning Blueprints blog offers planning insights, charitable giving news and stories of inspiration to help you plan for your future.

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As you’ve likely read in the headlines recently, interest rates are trending upward in response to rising inflation. If your financial plans include a philanthropic component (or you would like them to), you may have wondered how higher interest rates affect charitable planning. Each month, the Internal Revenue Service (IRS) publishes a charitable discount rate […]

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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 […]

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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 […]

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In times of economic uncertainty, a charitable gift annuity (CGA) is a great option for many individuals and couples who like the security of a guaranteed fixed income for life, regardless of market performance, and who also want to support Duke’s future. A CGA enables you to give to Duke with multiple benefits for you. […]

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The unexpected onslaught of COVID-19 has produced many responses – including the Federal Reserve reducing interest rates to historic lows. One key interest rate — known as the IRS discount rate (or Internal Revenue Code section “7520 rate”) — directly affects the deduction value of certain types of charitable gifts. The last time this rate approached […]

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If you have carefully planned your retirement savings and your philanthropy, there’s a way you can combine them to benefit Duke and yourself. A charitable gift annuity enables you to give to Duke with multiple benefits for you. Benefits of a charitable gift annuity: Support what you care about most with a gift to Duke. […]

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Charitable donors and their advisors occasionally ask whether it is possible to do a “tax-free rollover” or a “1035 exchange” of a commercial annuity for a charitable gift annuity without any tax due on the gain in the commercial annuity. Internal Revenue Code (I.R.C.) section 1035(a)(3) can cause confusion on this subject since it provides […]

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Before 2018 draws to a close, consider supporting the Duke programs and areas you care about most with a charitable gift annuity. Charitable gift annuities (CGAs) provide a future source of support for Duke while securing a fixed income for you and your loved ones. With a gift of $10,000 or more, you could receive […]

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Did you know you can receive an income by making a gift to charity? The American Council on Gift Annuities recently announced an increase in gift annuity payout rates beginning July 1, 2018, which provides an opportunity for greater payouts to you or your loved ones both now and in the future. Establish a charitable […]

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Before the calendar year-end, consider giving a gift that supports Duke University and pays you back. Did you know a gift to Duke of $10,000 or more can provide fixed payments for you and your loved ones for life? Charitable gift annuities (CGA) provide immediate tax savings and a future income for you while benefitting […]

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