August is National Make a Will Month. We previously shared why having a will is important. If you don’t already have a will or revocable trust in place, now is the time to make arrangements! You can start by making a list of all the assets you own — bank accounts, cryptocurrency accounts, investments, life […]

When economic conditions shift, so do the tools individuals use for long-term financial planning and decision-making. In the current economic climate, factors like rising inflation and increased cost-of-living expenses are driving new conversations with donors seeking charitable solutions. One strategy gaining traction in recent months involves the testamentary charitable remainder unitrust (CRUT). Testamentary CRUTs are […]

It’s a new year – a time for reflection, resolutions and rejuvenation. We find ourselves setting goals and making plans for the next twelve months: “Exercise more.”  “Save more money.”  “Take up pickleball.” As uncomfortable, morbid or depressing as it may sound (perhaps even the antithesis of a happy new year), you may want to […]

Major life events mark our most important milestones. As we all continue to adjust in these uncertain times, flexibility is key. We reconsider what is most important to us, re-examine our plans, and try our best to prepare for what’s to come. If you are looking for a way to have an impact at Duke […]

In this three-part series, we’ll explore strategic gift options and introduce you to Duke alumnae who have made lasting impacts on the university through planned giving. Whether you are just starting to consider how a legacy gift can work for you, or are already working with a financial advisor or estate attorney, we are here […]

Major life events mark our most important milestones, and, let’s face it, we’re in the midst of a major life event that none of us ever expected. In times like these, flexibility can be key. We can reconsider what is most important to us, re-examine our plans, and try our best to prepare for what’s […]