Will your gift be endowed or expendable? It’s one of the most important questions you’ll be asked if you’re considering an estate gift to Duke. Understanding the differences between these types of gifts will help you determine the impact you want to have on the people and places at Duke that are most important to […]

As one goes through life, one collects things that are important at that moment, but later….well…not so much.  Our office receives a call every month or so from donors who purchased a life insurance policy years ago, often when their kids were born (or when they were starting a business). “I bought it to protect […]

We truly appreciate every prospective donor’s desire to make a gift to Duke University, and hate to turn down any generous offer of support.  However, through years of experience, we have learned that while charitable gifts of appreciated real estate often work well for both the donor and the receiving organization, gifts of timeshare units […]

Although tax season is behind us (phew!), it reminded me of this very common question. Let’s say it’s back in April and you’re figuring out how much tax you owe the federal government.  At some point you are told “you are subject to AMT.” That stands for “Alternative Minimum Tax.”  But what does that mean? […]

The short answer – no!  Wow, you’re probably thinking this is going to be short blog entry, right? I’ll step back a second and introduce myself. My name is Anne Morrison Bradley, and I am the Associate Director of Gift Planning at Duke University. As a millennial who works in the Gift Planning field, I’ve […]