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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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You may have seen articles about donating IRA assets to a charity. For several years, donors 70 ½ or older have been able to make tax-free transfers from an IRA to a qualified charity. This transfer is known as a qualified charitable distribution, or “QCD.” Increase in QCD limit in 2024: Increase in QCD Gift […]

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People say it every December and it continues to be true: This past year went by so fast! It’s hard to believe we are approaching another 12/31 and thinking once again about how to reduce taxes while supporting your favorite charities (like Duke!) before the tax year ends. Here are some ideas: Donating publicly traded […]

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Beginning January 1, 2023, the Secure Act 2.0 allows taxpayers to establish a charitable gift annuity with a qualified charitable distribution (QCD) from their individual retirement account (IRA). With a charitable gift annuity, a donor makes a gift to a public charity—like Duke—in exchange for a fixed, lifetime payment. While taxpayers have established gift annuities […]

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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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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 […]

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Two congressional bills have been proposed this year to allow more Americans to transfer funds from their individual retirement accounts (IRA) to charitable organizations.  Among other details, these proposals would restore, expand, and make permanent the charitable IRA rollover. The two new bills under review by Congress are: America Gives More Act of 2015 (H.R. […]

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Think for a moment about everything you own…your car, your home, maybe another property that you purchased as a get-away or an investment, and your various investment accounts and bank accounts.  Which is worth the most? For many of us, it’s our retirement accounts.  If you’ve been contributing to these accounts year after year, then—despite […]

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On December 19, President Obama signed into law the Tax Increase Prevention Act of 2014 (H.R. 5771), which extends the charitable IRA rollover through December 31, 2014. 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 […]

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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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As part of our regular posts, we will be featuring “My Giving Stories” that center around short Q&As with donors who have included Duke in their long-term plans. We recently chatted with Rick Tigner ’70, an investment advisor, art collector, and Duke Alumni Band member. He directed funds from his IRA to an endowment fund […]

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