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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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Much has been made about the performance of publicly traded, or publicly owned, companies in 2020 and 2021. Despite a “COVID dip” in March 2020 and other short-term declines, the stock market has continued to climb at a historic pace overall since the 2008 financial crisis. In fact, many private companies are also performing well […]

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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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The stock market is once again near historic highs. The S&P Index recently hit a record, and other indexes aren’t far behind. If you own stock or mutual funds, this is great news.  The downside is that, if you want to turn those shares into cash by selling them, you may owe taxes on “capital […]

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Duke University is fortunate to have so many alumni and friends who want to have an impact on this remarkable institution through philanthropy. Many of them are interested in exploring creative and tax-efficient ways to support Duke, and we regularly receive gifts of all sorts of assets. Last month in Blueprints, my colleague Phil Buchanan […]

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Charitable gifts of appreciated stocks, bonds, mutual funds and other securities can give you an extra bonus in terms of tax savings (as compared to a donation of cash). If you have owned publicly traded securities more than one year—which makes it a “long term capital gain” asset—you can claim a tax deduction for the […]

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While the Tax Cuts and Jobs Act of 2017 changed important parts of U.S. tax law, donors still have many ways to maximize tax savings while making charitable gifts. Our Blueprints blog three-part series — “3 tax reform charitable giving strategies” — highlights philanthropic options in light of the latest tax reform legislation. The first […]

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It was a wonderful time celebrating with alumni and friends at Duke Reunion Weekend, held earlier this month on April 15-17, 2016.  Duke University’s Office of Gift Planning hosted two events during this milestone weekend. If you returned to Duke for Reunion Weekend, we hope you enjoyed your time on campus. Here is as recap […]

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Donating gifts of appreciated stock or other closely held business interests (owned for at least one year) can be a smart choice for those who want to make a charitable gift. Gifts of this type of security or business interest — often described as family, closely held, venture, restricted, or privately held—may provide a number […]

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Bubbles are a great thing when my kids are taking a bath… but NOT when we are talking about investments and where we think things stand in the current economic cycle.  As the old saying goes, “you can’t time the market,” but it certainly doesn’t hurt to take some chips off the table while the […]

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1.  Myth: Writing a check is always the best way to support a charity. Charities love receiving cash. Who doesn’t? But it’s not necessarily the most advantageous way for you to make charitable gifts. Own stock? It could be a better option. The shares in your brokerage account are probably “publicly traded,” which means they’re […]

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