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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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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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It’s never too early to being planning for your future. Contrary to popular belief, estate planning is not just for older individuals. In fact, younger people can find the planning process to be both worthwhile and relatively simple to begin. This article from WealthManagement describes the importance of planning for one’s foreseeable future (like marriage, […]

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Financial planning is really about life planning. Throughout my career as a financial planner and advisor, I’ve had many conversations about long-term care options and discuss the importance of addressing the near- and far-term events of the future. I’m also someone who has gone through the process of long-term care planning in my own life, […]

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Many Americans acknowledge the importance of having their estate plans in place; however, it can be difficult to determine how to get started. Creating a will or a living trust may seem overwhelming and onerous, but taking the time to outline and organize your plans will ensure you provide for your heirs and your wishes […]

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Through planned giving, many Duke alumni and friends are able to make larger gifts to the university than they may have thought possible. Planned gifts—such as a gift through your will, retirement account, or a life income gift—impact all aspects of the university from facilities and programs to student scholarships and faculty support. Duke University […]

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When it comes to estate planning, there is often confusion about the treatment of retirement plans—such as individual retirement accounts, employment stock ownership plans, pension plans, 401(k) plans, or 403(b) plans. You may not be clear on how your retirement plans will get transferred to your heirs or favorite charity. Failure to properly understand and […]

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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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It was a wonderful time celebrating with alumni and friends at Duke Reunion Weekend, held earlier this month on April 15-17, 2016.  Duke University’s Office of Gift Planning hosted two events during this milestone weekend. If you returned to Duke for Reunion Weekend, we hope you enjoyed your time on campus. Here is as recap […]

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Each spring, as the azaleas on West Campus reach their peak, seniors sprint toward graduation, and we recover from the thrills of March Madness, we go through another, less pleasant annual ritual: Tax Day.  Many of us are surprised at how much we owe Uncle Sam every year. It can be so painful to write […]

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