As we gaze into our ever prescient crystal ball—what future do we foresee for charitable gift planning?  Answer: a VERY bright one! (Well, what did you expect me to say?) Let’s ignore the conjecture so often offered in light of congressional and presidential proposals, oil price fluctuations, and world events and consider where we are, […]

We are often asked the question: “Can I invest alongside Duke?” The answer is yes! Duke is one of only a handful of universities that has been given permission by the IRS to invest charitable remainder unitrusts (CRTs) in a way that mirrors the university’s endowment investment.  And 2014 was a great year for Duke’s […]

You may have read the recent blog post by Phil Buchanan referencing the record highs our market indexes have hit this year.  These economic trends make it a great time to consider establishing a life income gift like a charitable remainder unitrust (CRUT) with Duke. To better illustrate how a CRUT could work for you, […]

Bubbles are a great thing when my kids are taking a bath… but NOT when we are talking about investments and where we think things stand in the current economic cycle.  As the old saying goes, “you can’t time the market,” but it certainly doesn’t hurt to take some chips off the table while the […]

There are numerous ways to make charitable gifts and fulfill your personal and philanthropic goals.  While we all tend to make smaller charitable gifts by check or credit card, it is wise to understand your choices (and related benefits) when considering a larger gift. Here are five simple questions you may want to ask your […]

Durham native Stuart Yarbrough ’72 attended his first Duke basketball camp when he was 10 years old. Just a few years later, he found himself running the floor at Cameron Indoor Stadium, battling UNC, N.C. State, and other foes as a member of the Blue Devil men’s basketball team. After leaving Duke as an ACC […]