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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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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 […]

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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 […]

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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 […]

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Thoughtful estate planning is important if we want to provide for the people and causes we truly care about in life. The process includes terms – such as will, revocable (“living”) trust, and Beneficiary Designation/Payable on Death/Transfer on Death forms – that may not be familiar to everyone. In this article, we hope to help […]

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Writing a will is arguably one of the most sensible things you can do for yourself and for your family. However, if you are among the 56% of Americans without a will, as reported by a 2016 Gallup poll, you might be wondering how to begin the will-writing process. A will is an important part […]

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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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Do you have pressing questions on how to begin you estate plans? In this Forbes article, “Probate, Wills, Executors: Your Estate Planning Questions Answered,” a panel of financial advisors and wealth strategists addressed the top three estate planning questions most asked by their readers. Here’s a quick snapshot of the top three estate planning questions […]

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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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Take your front row seats to discover how Duke is moving the world forward. Check out our Ideas That Move the World Forward video library, featuring short, inspiring talks given by Duke’s leading faculty, alumni, and students at recent Duke Forward events.  Here’s just a small snapshot of the inspirational and insightful ideas you will learn about […]

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Guest blogger Elizabeth Leverage Hilles’89, Director of Trusts, Estates, and Gift Planning at the University of Virginia’s Law School Foundation and gift planning chair for her 25th Reunion, shares five common estate planning “myths” that can create unintended problems and consequences for you and your family. Myth #1:  Appointing an executor is easy; so is […]

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