The past year and a half has given us renewed perspective on what matters most. For many, that includes the well-being of ourselves and loved ones, financial stability and supporting causes that make a difference. In times like these, a charitable gift annuity is a great option for many individuals and couples who want to […]

For the philanthropically inclined IRA owner, a charitable IRA rollover – often called a “qualified charitable distribution” or “QCD” – may be an easy and effective way to make an 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 […]

The rules that govern donor advised funds (DAFs) have always been a topic of conversation among lawmakers, and there have been many proposed changes over the years. The most recent effort is the Accelerating Charitable Efforts (ACE) Act introduced in June 2021 by Senators Grassley (R-IA) and King (I-ME). The stated purpose of the ACE Act […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]