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-newsletterOn December 19, President Obama signed into law the Tax Increase Prevention Act of 2014 (H.R. 5771), which extends the charitable IRA rollover through December 31, 2014. The provision allows IRA owners age 70 ½ or older to make a direct, tax-free transfer of up to $100,000 a year from their individual retirement account to […]
READ MORE1. Myth: Writing a check is always the best way to support a charity. Charities love receiving cash. Who doesn’t? But it’s not necessarily the most advantageous way for you to make charitable gifts. Own stock? It could be a better option. The shares in your brokerage account are probably “publicly traded,” which means they’re […]
READ MOREAs part of our regular posts, we will be featuring “My Giving Stories” that center around short Q&As with donors who have included Duke in their long-term plans. We recently chatted with Rick Tigner ’70, an investment advisor, art collector, and Duke Alumni Band member. He directed funds from his IRA to an endowment fund […]
READ MOREFrom serving in student government in the 1960s to becoming Dean of Women in Duke’s Woman’s College just three years after graduation, Paula Burger ’67, A.M.’74 is a natural leader who has spent her career advocating for students. And she’s still at it today. Burger, a university trustee emerita, says her Duke education significantly broadened […]
READ MORE