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Duke students on West Campus | Photo: Duke U Photography

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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Can a commercial annuity be rolled over into a charitable gift annuity?

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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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Quis ipsum suspendisse ultrices gravida. Risus commodo viverra maecenas accumsan lacus vel facilisis. Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut

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Challenging times
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Massive cuts to federal funding are affecting Duke as hundreds of millions of dollars previously used for research are no longer available. Still, the university is committed to maintaining our core values of respect, trust, inclusion, discovery, and excellence.

How can you help? Please consider donating to a fund that will enable Duke’s leaders to address the immediate challenges and opportunities facing us right now.

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