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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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For the philanthropically inclined IRA owner, a charitable IRA rollover – often called a “qualified charitable distribution” or “QCD” – may be an easy and effective way to make an impact at Duke. It allows those who are 70 ½ or older to support Duke people, places and programs with a tax-free transfer of up […]

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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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There is no time like the present (while you are still working) to plan for fun-filled days of blissful retirement in a tax-wise manner. During our busy, sometimes frenetic, working years, it can be difficult to take time to consider retirement planning options that include a charitable gift component. But the effort may be well […]

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In December 2019, President Trump signed into law several changes to the rules regarding retirement accounts such as 401(k)s and IRAs. Congress named the legislation the “SECURE Act,” which stands for the “Setting Every Community Up for Retirement Enhancement Act.” Some taxpayers may feel a bit more secure with these changes in place, or at […]

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This Blueprints blog post was originally posted on September 18, 2019. The IRS has since implemented new rules regarding retirement plans and IRA required minimum distributions. The following blog post has been updated in March 2021 to reflect these new requirements. Here’s a scenario: You’re enjoying retirement, and life is good. You’re taking your annual […]

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With a charitable IRA rollover, you may be able to make a tax-wise gift to Duke to support students, schools or programs that you care about most. When you make a gift through a charitable IRA rollover, you can: Count the gift toward your annual IRA required minimum distribution. Reduce your taxable income. Use tax-deferred […]

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Tax incentives for philanthropic gifts to charity may have decreased under the Tax Cuts and Jobs Act of 2017, but creative donors are still finding ways to maximize tax savings while supporting charitable causes. Our Blueprints blog three-part series — “3 tax reform charitable giving strategies” — highlights philanthropic options in light of the latest […]

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For many years, our office has had the pleasure of working with donors who use their required minimum distributions from Individual Retirement Accounts (IRAs) to make a gift to Duke. In December 2015, the charitable IRA rollover became a permanent fixture of the tax law. Due to this new provision, many more individuals have taken advantage […]

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As an associate director of gift planning, I speak with a lot of Duke alumni and friends across the country about ways to support the university. Here are the four most common questions I receive from donors, alumni, and friends of Duke about planned giving: 1.  What is a planned gift and why should I […]

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As you may recall, last December President Obama signed into law the Protecting Americans from Tax Hikes (PATH) Act of 2015, which also made the charitable individual retirement account (IRA) rollover permanent.  This provision allows IRA owners age 70 ½ or older to make a direct, tax-free transfer of up to $100,000 a year from […]

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