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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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There is no time like the present (while you are still working) to plan for fun-filled days of blissful retirement in a tax-wise manner. During our busy, sometimes frenetic, working years, it can be difficult to take time to consider retirement planning options that include a charitable gift component. But the effort may be well […]

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Beginning a conversation with your loved ones about advance health care and end-of-life planning is challenging.  These conversations are often uncomfortable, and it is difficult to know how or where to begin. Creating a standard health care directive (such as a living will or health care power of attorney) is a great place to start, […]

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Financial planning is really about life planning. Throughout my career as a financial planner and advisor, I’ve had many conversations about long-term care options and discuss the importance of addressing the near- and far-term events of the future. I’m also someone who has gone through the process of long-term care planning in my own life, […]

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Conventional wisdom suggests that we review our estate plans every three to five years. If you are like me, reviewing your estate plans may stay on your “to do” list far longer than five years. It often takes an external event—such as the prospect of summer travel—to inspire us to dust off our estate planning […]

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Each spring, as the azaleas on West Campus reach their peak, seniors sprint toward graduation, and we recover from the thrills of March Madness, we go through another, less pleasant annual ritual: Tax Day.  Many of us are surprised at how much we owe Uncle Sam every year. It can be so painful to write […]

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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 […]

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My client, who I’ll call Mary, drove away from a tour of a retirement community last week after culminated months of consideration of long-term care choices. Together over many conversations, we have been wading through considerations of long-term care planning for Mary and her husband.  At 55 and 65 years old respectively, they could be […]

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Women are shaping the future of philanthropy.  Yet, many do not realize the financial and economic power they hold. Anne Sherman, associate director of gift planning at Duke University, explains why gift planning can be a powerful way to provide for yourself and make a real difference at an organization, like Duke. Watch Anne’s video […]

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You’ve worked hard…for decades and it’s about time for you to enter the next phase in your life, one in which you’ll have time to catch-up on all those books you’ve been meaning to read, travel to those capitals (foreign and domestic) that you’ve always wanted to see, and perhaps volunteer for that charity you’ve […]

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Did you know that women consistently save less for retirement than men do?  This statement is true despite the fact that women are living about five years longer than men are and their money has to be stretched even further!  A recent article from Forbes Retirement discusses the three essential retirement planning tips for women.  […]

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