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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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There is no time like the present (while you are still working) to plan for fun-filled days of blissful retirement in a tax-wise manner. During our busy, sometimes frenetic, working years, it can be difficult to take time to consider retirement planning options that include a charitable gift component. But the effort may be well […]

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Naming a public charity as the beneficiary of your retirement account can be a wonderful and tax-efficient way to make a legacy gift to the organizations that are important to you. It is relatively simple to make a gift using the beneficiary designation form provided by the financial institution that serves as the retirement plan […]

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Thoughtful estate planning is important if we want to provide for the people and causes we truly care about in life. The process includes terms – such as will, revocable (“living”) trust, and Beneficiary Designation/Payable on Death/Transfer on Death forms – that may not be familiar to everyone. In this article, we hope to help […]

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In a time when access to reliable information and healthcare is critical, Duke University launched the Community Health Watch program in April 2020 to provide bilingual symptom support and guidance for people caring for themselves at home during the COVID-19 pandemic. A recent article on Duke Today states that the program, initially designed to help […]

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I flip over Flip CRUTs! I love “flip” charitable remainder unitrusts (flip CRUTs). This special type of gift planning vehicle is flexible and allows some donors to achieve their financial and philanthropic goals in a way that standard unitrusts or gift annuities cannot. A flip CRUT is a type of charitable remainder unitrust permitted by […]

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The unexpected onslaught of COVID-19 has produced many responses – including the Federal Reserve reducing interest rates to historic lows. One key interest rate — known as the IRS discount rate (or Internal Revenue Code section “7520 rate”) — directly affects the deduction value of certain types of charitable gifts. The last time this rate approached […]

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Charitable trusts can be a great way to support the causes you’re most passionate about while achieving your own financial goals. This is the second article in a three-part series addressing types of charitable trusts, including charitable remainder unitrusts, non-grantor charitable lead trusts, and flip charitable remainder unitrusts. There are many ways to support charity […]

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Dear friends, What a year this month has been! As we all adjust to life during this trying time, we want to let you know that the entire Duke community – alumni, friends, faculty, staff and beyond – is stronger than ever. All facets of the university, including the Office of Gift Planning, continue to […]

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In the recently-passed stimulus package called the CARES Act (“Coronavirus Aid, Relief, and Economic Security Act”), Congress recognizes the critical role being played by Duke and other nonprofit organizations, and the financial challenges being faced by many of these institutions, by including measures to encourage philanthropic giving in 2020.    Charitable deductions even if you […]

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Charitable trusts can be a great way to support the causes you’re most passionate about while achieving your own financial goals. In this blog series, we will address three types of charitable trusts, including charitable remainder unitrusts, non-grantor charitable lead trusts and flip charitable remainder unitrusts. FAQ: Charitable Remainder Unitrusts What is a charitable remainder […]

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