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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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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The dramatic rise in the value of cryptocurrency has garnered a lot of attention in the media. The novelty and low cost attracted many investors in the early days. The value of the most popular cryptocurrency, Bitcoin, has grown exponentially in the last 10 years. Those who hold cryptocurrency as part of their portfolio may […]
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If you grew up in a military family or know how often those in the military move, you’ll understand how Shannon Denise Norris ’93, M.D.’97 came to view the world as a child — and later what that meant for her in choosing a university and a career. Shannon’s father became an airman in the United States […]
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In our first post, we considered the potential impact of several of President-elect Joe Biden’s proposed tax measures on charitable giving, focusing on proposals related to revenue earned by a taxpayer: income and capital gain taxes. Today’s post focuses on Biden’s proposals that signal changes to the taxes imposed when an individual transfers wealth to […]
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In 1969, within the first few weeks of beginning a new year at Duke, Diane L. Holditch-Davis, Ph.D., B.S.N.’73, P’12, FAAN and Mark Davis Ph.D., B.S.E.’73, P’12 met on the third-floor of Trent (then the Graduate Center) in the commons room and were becoming fast acquaintances. At the time, freshmen were given upperclassmen as advisors. […]
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During this particularly challenging year, we are humbled by the continued strength and generosity of the Duke community. As the holidays approach, there’s no better time to express our sincere thanks and appreciation for all that you do for the university. We wish you and your family good health and happiness this holiday season and […]
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Prior to the election in November 2020, former Vice President Joe Biden released a series of tax reform measures he would pursue if elected. At the time this post is being written, President Donald Trump continues to challenge the results of the election in several states, and control of the U.S. Senate will come down […]
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In times of economic uncertainty, a charitable gift annuity (CGA) is a great option for many individuals and couples who like the security of a guaranteed fixed income for life, regardless of market performance, and who also want to support Duke’s future. A CGA enables you to give to Duke with multiple benefits for you. […]
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In 1983, Duke University alumna Ross Harris had just lost her younger brother, Carlton Harris Jr., to leukemia. He was only 25. She felt that she didn’t want to hear the word cancer ever again. “I was in so much pain, and I was so angry that cancer had taken him,” she says. Five years […]
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It’s an instantly humbling conversation when a donor reaches out to you to share that they are making plans to provide a substantial gift after they pass away, naming us as a beneficiary in any way or as a recipient of part of their estate. Of all the places and worthy causes in this world, […]
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