Charitable bequests offer a flexible way to support the university while maintaining access to your funds in case you need them. Bequests can help you achieve your personal and financial goals while providing vital support for the Duke students, faculty, departments, and programs that matter most to you. Two of the most common charitable bequest […]

Tax incentives for philanthropic gifts to charity may have decreased under the Tax Cuts and Jobs Act of 2017, but creative donors are still finding ways to maximize tax savings while supporting charitable causes. Our Blueprints blog three-part series — “3 tax reform charitable giving strategies” — highlights philanthropic options in light of the latest […]

An inherited Individual Retirement Account (IRA), sometimes known as a Beneficiary IRA, refers to an account that is created to hold the IRA or employee-sponsored retirement plan assets that someone has inherited after the death of the original owner. Typically, an inherited IRA is opened by a family member or a close friend who was named […]