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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Have you heard of donor advised funds but aren’t sure how they work? In this post, we’ll answer the top 4 questions we receive about donor advised funds to help you understand how this charitable giving strategy might work for you. What is a donor advised fund? Simply put, a donor advised fund (DAF) is […]
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Much has been made about the performance of publicly traded, or publicly owned, companies in 2020 and 2021. Despite a “COVID dip” in March 2020 and other short-term declines, the stock market has continued to climb at a historic pace overall since the 2008 financial crisis. In fact, many private companies are also performing well […]
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As with other facets of the pandemic economy, the U.S. housing market has defied expectations with its strong performance that, thus far, shows no signs of stopping soon. A confluence of social and economic factors – including steep homebuyer demand, limited housing inventory, historically low mortgage rates,1 and shifting demographic trends – has created an […]
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Major life events mark our most important milestones. As we all continue to adjust in these uncertain times, flexibility is key. We reconsider what is most important to us, re-examine our plans, and try our best to prepare for what’s to come. If you are looking for a way to have an impact at Duke […]
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In this three-part series, we’ll explore strategic gift options and introduce you to Duke alumnae who have made lasting impacts on the university through planned giving. Whether you are just starting to consider how a legacy gift can work for you, or are already working with a financial advisor or estate attorney, we are here […]
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In this three-part series, we’ll explore strategic gift options and introduce you to Duke alumnae who have made lasting impacts on the university through planned giving. Whether you are just starting to consider how a legacy gift can work for you, or are already working with a financial advisor or estate attorney, we are here […]
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In this three-part series, we’ll explore strategic gift options and introduce you to Duke alumnae who have made lasting impacts on the university through planned giving. Whether you are just starting to consider how a legacy gift can work for you, or are already working with a financial advisor or estate attorney, we are here […]
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Duke University receives various types of charitable gifts from alumni and friends each year and the tax deduction rules for these vary widely. Duke is a public charity so gifts receive the highest deduction limits allowed by law. This post will address the two gift categories: current or deferred. The most common type of current […]
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Duke Reunions can be an inspiring time, even virtually — catching up with old friends, sharing the joy of their success and experiences, meeting great classmates you didn’t know during your days at Duke. Celebrate and honor your class reunion by giving back to the university with a planned gift. Each reunion class is raising […]
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For each of us, home can mean many things beyond the place we currently reside. Duke alumni Tanya Rolle Smith and Geoff Smith remind us what it means to seek comfort and community from the places we call home. Home of the Blue Devils Geoffrey Smith ’94 grew up in south New Jersey. He was […]
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