Think for a moment about everything you own…your car, your home, maybe another property that you purchased as a get-away or an investment, and your various investment accounts and bank accounts.  Which is worth the most? For many of us, it’s our retirement accounts.  If you’ve been contributing to these accounts year after year, then—despite […]

On 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 […]

1.  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 […]

As 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 […]