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 […]

Retirement planning remains an important part of every person’s life.  Gift planning may provide creative strategies to help you align your personal and financial plans with your charitable intentions. Anne Bradley, associate director of gift planning at Duke University, describes how to bridge your individual retirement goals with a legacy gift to Duke.  Two of […]

On December 18, 2015, President Obama signed into law the charitable IRA rollover for 2015 and future years.   The provision allows IRA owners age 70 ½ or older to make a direct, tax-free transfer of up to $100,000 a year from their individual retirement account to a public charity like Duke University. Donors can […]