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 […]

As we prepare to launch Duke’s centennial celebration in January 2024, it’s an apt time to reflect upon the resources that have sustained the university throughout its first century—and will continue to do so as we enter its next 100 years. Without question, endowed funding is one critical component of Duke’s enduring success. An endowment […]

Kelly Braddy Van Winkle says she has finally stopped bouncing. For years, when she was introduced to innovative, interesting new work at Duke, she dove into it, supporting it financially and as a volunteer … until the next interesting idea came along and she bounced over to it. Then Van Winkle learned about the Human […]

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 […]

With a qualified charitable distribution, you can transfer assets directly to Duke in an easy, tax-efficient way to fulfill your philanthropic goals. What is a qualified charitable distribution? A qualified charitable distribution (QCD) or charitable IRA rollover allows individuals to transfer up to $100,000 a year directly from an IRA to Duke. You can also […]

August is typically the month we think of as the end of summer: back to school, freshman move-in days, last vacations. Looking ahead and planning for the next season is a reminder to update your estate plan or create a will if you don’t have one already. A will is an important estate document that […]

Have you heard about the Duke 100 Challenge? For the first time in Duke’s history, there is a matching challenge for planned gifts and the opportunity to support Duke today and tomorrow. As of April 2023, 10% of a new planned gift established in your estate or retirement plan will be matched with current-use funds […]

Beginning January 1, 2023, the Secure Act 2.0 allows taxpayers 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 a fixed, lifetime payment. While taxpayers have established gift annuities […]

Naming a charity as a beneficiary of your retirement account can be an effective way to make a future gift with a lasting impact. But be sure to take the step of notifying those beneficiaries of the plans you have made. Understandably, you may have reasons to keep this information private from some beneficiaries, but […]

Originally published on March 22, 2023 in the Duke University School of Medicine’s Magnify Magazine by Dave Hart In an age when people share the details of their days on social media and you can learn almost anything about almost anybody with a few clicks, it is not easy to pass through a long life […]