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.
Subscribe to the quarterly Blueprints e-newsletterKelly Braddy Van Winkle says she has finally stopped bouncing. For years, when she was introduced to innovative, interesting new work at Duke, she dove into it, supporting it financially and as a volunteer … until the next interesting idea came along and she bounced over to it. Then Van Winkle learned about the Human […]
READ MOREFor many individuals and couples, a charitable gift annuity can be a simple, tax-savvy way to support the future of Duke University while enjoying the security of a fixed income for life, regardless of market performance. How does it work? Establish a gift annuity with a gift of $25,000 or more. Receive a one-time income […]
READ MOREWith a qualified charitable distribution, you can transfer assets directly to Duke in an easy, tax-efficient way to fulfill your philanthropic goals. What is a qualified charitable distribution? A qualified charitable distribution (QCD) or charitable IRA rollover allows individuals to transfer up to $100,000 a year directly from an IRA to Duke. You can also […]
READ MOREAugust is typically the month we think of as the end of summer: back to school, freshman move-in days, last vacations. Looking ahead and planning for the next season is a reminder to update your estate plan or create a will if you don’t have one already. A will is an important estate document that […]
READ MOREHave you heard about the Duke 100 Challenge? For the first time in Duke’s history, there is a matching challenge for planned gifts and the opportunity to support Duke today and tomorrow. As of April 2023, 10% of a new planned gift established in your estate or retirement plan will be matched with current-use funds […]
READ MOREBeginning in 2023, the Secure Act 2.0 allows taxpayers 70 ½ or older to establish a charitable gift annuity with a qualified charitable distribution (QCD) from their individual retirement account (IRA). With a charitable gift annuity, a donor makes a gift to a public charity—like Duke—in exchange for fixed, lifetime payments. While taxpayers have established […]
READ MORENaming a charity as a beneficiary of your retirement account can be an effective way to make a future gift with a lasting impact. But be sure to take the step of notifying those beneficiaries of the plans you have made. Understandably, you may have reasons to keep this information private from some beneficiaries, but […]
READ MOREOriginally published on March 22, 2023 in the Duke University School of Medicine’s Magnify Magazine by Dave Hart In an age when people share the details of their days on social media and you can learn almost anything about almost anybody with a few clicks, it is not easy to pass through a long life […]
READ MOREDuke Reunion Capstone Weekend returns to campus on April 14-16, 2023, and we’re looking forward to celebrating together again. It’s an inspiring time as we reflect on our past Duke experiences and look ahead to an even brighter Duke future. There are so many meaningful ways to support the university. One way many of your […]
READ MOREPresident Biden recently signed into law the Secure Act 2.0. Among other things, this new law allows taxpayers to establish a charitable gift annuity with a qualified charitable distribution (QCD) from their individual retirement account (IRA), starting in 2023. With a charitable gift annuity, a donor makes a gift to a public charity (like Duke!) […]
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