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.
Subscribe to the quarterly Blueprints e-newsletterIn 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 […]
READ MOREIn 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. […]
READ MOREBefore 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 […]
READ MOREMichael Schwartz M.H.A.’71, J.D.’82, P’94 attributes many of his blessings in life to Duke. Before attending Duke, Michael was an army infantry officer. He received his masters and law degree from Duke, then worked at Duke Medical Center for 12 years. He and his wife, Phyllis, established two charitable gift annuities in appreciation for Duke […]
READ MOREChun Lam has spent the last decade contemplating the meaning of life. After careful consideration, he’s arrived at the conclusion: The part of us that lives on after we are gone is what we give back. “As I become older, I have started to get more philosophical about the world. We are not here for […]
READ MOREAs the year draws to a close, you may consider making a tax-efficient gift to Duke through a life income gift known as a charitable gift annuity (CGA). CGAs provide a meaningful way to support Duke’s future while allowing you to secure a fixed income for you and your loved ones. When you establish a […]
READ MOREGift planning can be a smart way to leave a lasting impression at a charity, like Duke, while achieving your personal and financial goals. There are many options for every life stage. If you are in your 80s and 90s, you may be concerned about receiving a steady income each year regardless of what happens […]
READ MOREI was the first person in my family to attend and graduate from college. With the support of scholarships from Duke, I was provided an opportunity to major in engineering enriched by the breadth of a liberal arts education. It changed the course of my future forever. The opportunities to be exposed to engineering, the […]
READ MORERetirement planning remains an important part of every person’s life. Gift planning may provide creative strategies to help you align your personal and financial plans with your charitable intentions. Anne Bradley, associate director of gift planning at Duke University, describes how to bridge your individual retirement goals with a legacy gift to Duke. Two of […]
READ MOREYou can feel confident about your financial and philanthropic future with a charitable gift annuity to Duke. Did you know a gift to Duke of $10,000 or more can provide fixed payments for you and your loved ones? Charitable gift annuities provide immediate tax savings and a future income for you while benefitting the Duke […]
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