Charitable trusts can be a great way to support the causes you’re most passionate about while achieving your own financial goals. In this blog series, we will address three types of charitable trusts, including charitable remainder unitrusts, non-grantor charitable lead trusts and flip charitable remainder unitrusts. FAQ: Charitable Remainder Unitrusts What is a charitable remainder […]

Charitable donors and their advisors occasionally ask whether it is possible to do a “tax-free rollover” or a “1035 exchange” of a commercial annuity for a charitable gift annuity without any tax due on the gain in the commercial annuity. Internal Revenue Code (I.R.C.) section 1035(a)(3) can cause confusion on this subject since it provides […]

Anuk as an infant wearing his father Ganege’s maroon U.S. Army beret. Anuk Dayaprema ’21 and Malcolm (“Mal”) Crawford ’52 will never meet, but they share a powerful Duke connection.  Mal enrolled at Duke University in 1948. His Duke education enriched the rest of his life and was foundational to a successful career. A loyal […]

As an associate director of gift planning, I speak with a lot of Duke alumni and friends across the country about ways to support the university. Here are the four most common questions I receive from donors, alumni, and friends of Duke about planned giving: 1.  What is a planned gift and why should I […]

Corporate mergers and acquisitions take place many times each year. These are often great for shareholders in terms of additional gain, but may also produce unwanted taxes. If a donor owns appreciated stock in a company that is subject to a takeover, merger, tender offer, negotiated sale or other acquisition, can the stock still be […]

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 […]

No matter where your passion at Duke lies, we offer a wide range of giving options that allow you to maximize your personal and charitable goals. Download or view the Compare Gift Options chart here. Deciding to include Duke in your long term plans is a personal choice.  Each individual must weigh their particular goals […]

There are numerous ways to make charitable gifts and fulfill your personal and philanthropic goals.  While we all tend to make smaller charitable gifts by check or credit card, it is wise to understand your choices (and related benefits) when considering a larger gift. Here are five simple questions you may want to ask your […]