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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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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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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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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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The stock market is once again near historic highs. The S&P Index recently hit a record, and other indexes aren’t far behind. If you own stock or mutual funds, this is great news.  The downside is that, if you want to turn those shares into cash by selling them, you may owe taxes on “capital […]

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Greetings, Class of 1970! We have been busy planning for our upcoming 50th Reunion at Duke, April 17-19, 2020. I hope to see you there for a beautiful spring weekend! Be sure to visit our website at dukereunions.com/1970 for more information and updates. In addition to Annual Fund and endowment support you may be considering, […]

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In December 2019, President Trump signed into law several changes to the rules regarding retirement accounts such as 401(k)s and IRAs. Congress named the legislation the “SECURE Act,” which stands for the “Setting Every Community Up for Retirement Enhancement Act.” Some taxpayers may feel a bit more secure with these changes in place, or at […]

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