Duke University receives various types of charitable gifts from alumni and friends each year and the tax deduction rules for these vary widely. Duke is a public charity so gifts receive the highest deduction limits allowed by law. This post will address the two gift categories: current or deferred. The most common type of current […]

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 […]

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. […]

Major life events mark our most important milestones, and, let’s face it, we’re in the midst of a major life event that none of us ever expected. In times like these, flexibility can be key. We can reconsider what is most important to us, re-examine our plans, and try our best to prepare for what’s […]

There is no time like the present (while you are still working) to plan for fun-filled days of blissful retirement in a tax-wise manner. During our busy, sometimes frenetic, working years, it can be difficult to take time to consider retirement planning options that include a charitable gift component. But the effort may be well […]

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 […]

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 […]

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, […]

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 […]

Here’s a scenario: You’re enjoying retirement, and life is good. You’re taking your annual required minimum distribution (RMD) from your individual retirement account (IRA), but that money isn’t critical to your lifestyle. It would be great to have another option instead of paying taxes on that withdrawal. That’s where Duke comes in. A charitable IRA […]