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 […]

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 […]

Retirement planning remains an important part of every person’s life.  Gift planning may provide creative strategies to help you align your personal and financial plans with your charitable intentions. Anne Bradley, associate director of gift planning at Duke University, describes how to bridge your individual retirement goals with a legacy gift to Duke.  Two of […]

My client, who I’ll call Mary, drove away from a tour of a retirement community last week after culminated months of consideration of long-term care choices. Together over many conversations, we have been wading through considerations of long-term care planning for Mary and her husband.  At 55 and 65 years old respectively, they could be […]

Women are shaping the future of philanthropy.  Yet, many do not realize the financial and economic power they hold. Anne Sherman, associate director of gift planning at Duke University, explains why gift planning can be a powerful way to provide for yourself and make a real difference at an organization, like Duke. Watch Anne’s video […]