Act now to support your financial well-being and Duke’s future with a charitable gift annuity. For many individuals and couples, funding a charitable gift annuity can be a simple, tax-savvy way to support the future of Duke University while enjoying the security of a fixed income for life, independent of market performance. How does it […]

You may have seen articles about donating IRA assets to a charity. For several years, donors 70 ½ or older have been able to make tax-free transfers from an IRA to a qualified charity. This transfer is known as a qualified charitable distribution, or “QCD.” Increase in QCD limit in 2024: Increase in QCD Gift […]

People say it every December and it continues to be true: This past year went by so fast! It’s hard to believe we are approaching another 12/31 and thinking once again about how to reduce taxes while supporting your favorite charities (like Duke!) before the tax year ends. Here are some ideas: Donating publicly traded […]

For many individuals and couples, a charitable gift annuity can be a simple, tax-savvy way to support the future of Duke University while enjoying the security of a fixed income for life, regardless of market performance. How does it work? Establish a gift annuity with a gift of $25,000 or more. Receive a one-time income […]

Beginning in 2023, the Secure Act 2.0 allows taxpayers 70 ½ or older to establish a charitable gift annuity with a qualified charitable distribution (QCD) from their individual retirement account (IRA). With a charitable gift annuity, a donor makes a gift to a public charity—like Duke—in exchange for  fixed, lifetime payments. While taxpayers have established […]

President Biden recently signed into law the Secure Act 2.0. Among other things, this new law allows taxpayers to establish a charitable gift annuity with a qualified charitable distribution (QCD) from their individual retirement account (IRA), starting in 2023. With a charitable gift annuity, a donor makes a gift to a public charity (like Duke!) […]

The stock market has been on a wild ride recently. We enjoyed years of great returns until COVID-19 shocked Wall Street, leading prices to plummet in March 2020.  They recovered quickly until early this year when Russia’s invasion of Ukraine, supply-chain concerns and inflation worries led to another big dip. And yet, at the time […]

Have you ever considered making an impact at Duke with the gift that gives back? If so, there may not be a better time than right now. In times of market volatility, a charitable gift annuity can be a great option for many individuals and couples who want to support Duke’s mission and future generations […]

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 […]

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 […]