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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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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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If you have carefully planned your retirement savings and your philanthropy, there’s a way you can combine them to benefit Duke and yourself. A charitable gift annuity enables you to give to Duke with multiple benefits for you. Benefits of a charitable gift annuity: Support what you care about most with a gift to Duke. […]

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Have you considered supporting charity but felt unsure of the financial impact? If so, creating a charitable gift annuity or trust may be the right option for you! These types of gifts are known as “life income gifts” because they pay you or your loved ones an income for life or a period of years. […]

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Charitable donors and their advisors occasionally ask whether it is possible to do a “tax-free rollover” or a “1035 exchange” of a commercial annuity for a charitable gift annuity without any tax due on the gain in the commercial annuity. Internal Revenue Code (I.R.C.) section 1035(a)(3) can cause confusion on this subject since it provides […]

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Will your gift be endowed or expendable? It’s one of the most important questions you’ll be asked if you’re considering an estate gift to Duke. Understanding the differences between these types of gifts will help you determine the impact you want to have on the people and places at Duke that are most important to […]

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This Blueprints blog post was originally posted on September 18, 2019. The IRS has since implemented new rules regarding retirement plans and IRA required minimum distributions. The following blog post has been updated in March 2021 to reflect these new requirements. Here’s a scenario: You’re enjoying retirement, and life is good. You’re taking your annual […]

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Duke University is fortunate to have so many alumni and friends who want to have an impact on this remarkable institution through philanthropy. Many of them are interested in exploring creative and tax-efficient ways to support Duke, and we regularly receive gifts of all sorts of assets. Last month in Blueprints, my colleague Phil Buchanan […]

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Charitable gifts of appreciated stocks, bonds, mutual funds and other securities can give you an extra bonus in terms of tax savings (as compared to a donation of cash). If you have owned publicly traded securities more than one year—which makes it a “long term capital gain” asset—you can claim a tax deduction for the […]

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