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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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Duke Reunion Capstone Weekend returns to campus on April 14-16, 2023, and we’re looking forward to celebrating together again. It’s an inspiring time as we reflect on our past Duke experiences and look ahead to an even brighter Duke future. There are so many meaningful ways to support the university. One way many of your […]

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President Biden recently signed into law the Secure Act 2.0. Among other things, this new law allows taxpayers to establish a charitable gift annuity with a qualified charitable distribution (QCD) from their individual retirement account (IRA), starting in 2023. With a charitable gift annuity, a donor makes a gift to a public charity (like Duke!) […]

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Last month, the Internal Revenue Service announced its annual inflation adjustments for tax year 2023. In general, values have risen by about 7%. Notable changes include increases in: Standard deductions Marginal tax rates Unified gift and estate tax exemptions Annual gift tax exclusions Learn more about these and other tax changes by visiting www.irs.gov, and […]

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Location, location, location!  With the booming real estate market, you may own some property that has substantially increased in value. Here in Durham, for instance, home values have gone up 34% over the past year and 119% over the past decade. Due to rapid increases in property values, the income you are seeing from rental […]

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Duke University has been an important part of Scott Brun’s life since he attended. For Brun and his wife, Tere (pronounced “Terry”), the university is also a place where investing in societal change by investing in students produces the most bang for their philanthropic buck. Scott and Tere, who met and still both work at […]

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A charitable IRA rollover–often called a “qualified charitable distribution” or “QCD”–may be an easy and effective way to make an immediate impact at Duke. It allows those who are 70 ½ or older to support Duke people, places and programs with a tax-free transfer of up to $100,000 a year from an individual retirement account. […]

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The stock market has been on a wild ride recently. We enjoyed years of great returns until COVID-19 shocked Wall Street, leading prices to plummet in March 2020.  They recovered quickly until early this year when Russia’s invasion of Ukraine, supply-chain concerns and inflation worries led to another big dip. And yet, at the time […]

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Have you ever considered making an impact at Duke with the gift that gives back? If so, there may not be a better time than right now. In times of market volatility, a charitable gift annuity can be a great option for many individuals and couples who want to support Duke’s mission and future generations […]

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As you’ve likely read in the headlines recently, interest rates are trending upward in response to rising inflation. If your financial plans include a philanthropic component (or you would like them to), you may have wondered how higher interest rates affect charitable planning. Each month, the Internal Revenue Service (IRS) publishes a charitable discount rate […]

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Did you know? A donor advised fund (DAF) can be a useful and tax-efficient tool for supporting charities you care about in the near term and can often be incorporated into your longer-term philanthropic plans. Most sponsors will allow you to designate which charities will receive the remaining balance of your DAF subsequent to your […]

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