Duke students on West Campus | Photo: Duke U Photography

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.

Subscribe to the quarterly Blueprints e-newsletter

Retirement planning remains an important part of every person’s life.  Gift planning may provide creative strategies to help you align your personal and financial plans with your charitable intentions. Anne Bradley, associate director of gift planning at Duke University, describes how to bridge your individual retirement goals with a legacy gift to Duke.  Two of […]

READ MORE

My client, who I’ll call Mary, drove away from a tour of a retirement community last week after culminated months of consideration of long-term care choices. Together over many conversations, we have been wading through considerations of long-term care planning for Mary and her husband.  At 55 and 65 years old respectively, they could be […]

READ MORE

Women are shaping the future of philanthropy.  Yet, many do not realize the financial and economic power they hold. Anne Sherman, associate director of gift planning at Duke University, explains why gift planning can be a powerful way to provide for yourself and make a real difference at an organization, like Duke. Watch Anne’s video […]

READ MORE

You’ve worked hard…for decades and it’s about time for you to enter the next phase in your life, one in which you’ll have time to catch-up on all those books you’ve been meaning to read, travel to those capitals (foreign and domestic) that you’ve always wanted to see, and perhaps volunteer for that charity you’ve […]

READ MORE

Did you know that women consistently save less for retirement than men do?  This statement is true despite the fact that women are living about five years longer than men are and their money has to be stretched even further!  A recent article from Forbes Retirement discusses the three essential retirement planning tips for women.  […]

READ MORE

BloombergBusiness recently published the article, “Three reasons why women should lead household retirement planning,” by Carla Fried that suggests women may be more adept at managing their retirement assets than their spouses. The article points to several statistics as to why women may be uniquely prepared and financial savvy when it comes to planning for […]

READ MORE

Take your front row seats to discover how Duke is moving the world forward. Check out our Ideas That Move the World Forward video library, featuring short, inspiring talks given by Duke’s leading faculty, alumni, and students at recent Duke Forward events.  Here’s just a small snapshot of the inspirational and insightful ideas you will learn about […]

READ MORE

Guest blogger Elizabeth Leverage Hilles’89, Director of Trusts, Estates, and Gift Planning at the University of Virginia’s Law School Foundation and gift planning chair for her 25th Reunion, shares five common estate planning “myths” that can create unintended problems and consequences for you and your family. Myth #1:  Appointing an executor is easy; so is […]

READ MORE

There are numerous ways to make charitable gifts and fulfill your personal and philanthropic goals.  While we all tend to make smaller charitable gifts by check or credit card, it is wise to understand your choices (and related benefits) when considering a larger gift. Here are five simple questions you may want to ask your […]

READ MORE

The short answer – no!  Wow, you’re probably thinking this is going to be short blog entry, right? I’ll step back a second and introduce myself. My name is Anne Morrison Bradley, and I am the Associate Director of Gift Planning at Duke University. As a millennial who works in the Gift Planning field, I’ve […]

READ MORE

This website uses cookies as well as similar tools and technologies to understand visitors’ experiences. By continuing to use this website, you consent to Duke University’s usage of cookies and similar technologies, in accordance with the Duke Privacy Statement.

I accept
Students with glowing Blue Devil horns

All in for Students!

Duke unites with ACC schools in August to meet the challenge.
Your gift will ensure the best student academic experience possible. Learn more about All in for Students.