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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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Major life events mark our most important milestones. As we all continue to adjust in these uncertain times, flexibility is key. We reconsider what is most important to us, re-examine our plans, and try our best to prepare for what’s to come. If you are looking for a way to have an impact at Duke […]

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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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Major life events mark our most important milestones, and, let’s face it, we’re in the midst of a major life event that none of us ever expected. In times like these, flexibility can be key. We can reconsider what is most important to us, re-examine our plans, and try our best to prepare for what’s […]

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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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Thoughtful estate planning is important if we want to provide for the people and causes we truly care about in life. The process includes terms – such as will, revocable (“living”) trust, and Beneficiary Designation/Payable on Death/Transfer on Death forms – that may not be familiar to everyone. In this article, we hope to help […]

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Or maybe I should say – DOES it? For most of us, financial planning is an exercise allocating scarce resources. None of my clients say, “Stephanie, I just have too darn much money! What should I do with it?” Wouldn’t that be nice! Instead, the usual predicament is many competing needs and wants – present-day, […]

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Naming Duke as a beneficiary of my will or retirement account is a complicated process. Gifts made through a will or retirement account are among the simplest, most straightforward ways to leave a lasting legacy at Duke. With only a couple of sentences in your will, you can designate a percentage of your estate (or […]

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When you created your estate plan, you considered how your bank accounts, real estate, investment and retirement assets, and liabilities should be managed at the time of your passing. You named an executor of your will, a guardian for your minor children, and even provided for generous donations to charity. Your estate plan is complete. Or […]

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According to the U.S. Census Bureau, growing numbers of American couples are deciding to cohabitate rather than marry. While this choice is personal and valid, it is also important to understand what legal and financial risks you may be taking by choosing not to marry. This Fidelity article addresses common financial and estate planning issues […]

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Writing a will is arguably one of the most sensible things you can do for yourself and for your family. However, if you are among the 56% of Americans without a will, as reported by a 2016 Gallup poll, you might be wondering how to begin the will-writing process. A will is an important part […]

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