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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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As with other facets of the pandemic economy, the U.S. housing market has defied expectations with its strong performance that, thus far, shows no signs of stopping soon. A confluence of social and economic factors – including steep homebuyer demand, limited housing inventory, historically low mortgage rates,1 and shifting demographic trends – has created an […]

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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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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 […]

READ MORE

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 […]

READ MORE

Duke University receives various types of charitable gifts from alumni and friends each year and the tax deduction rules for these vary widely. Duke is a public charity so gifts receive the highest deduction limits allowed by law. This post will address the two gift categories: current or deferred. The most common type of current […]

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The dramatic rise in the value of cryptocurrency has garnered a lot of attention in the media. The novelty and low cost attracted many investors in the early days. The value of the most popular cryptocurrency, Bitcoin, has grown exponentially in the last 10 years. Those who hold cryptocurrency as part of their portfolio may […]

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In times of economic uncertainty, a charitable gift annuity (CGA) is a great option for many individuals and couples who like the security of a guaranteed fixed income for life, regardless of market performance, and who also want to support Duke’s future. A CGA enables you to give to Duke with multiple benefits for you. […]

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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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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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