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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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Or maybe I should say – DOES it? For most of us, financial planning is an exercise allocating scarce resources. None of my clients say, “Stephanie, I just have too darn much money! What should I do with it?” Wouldn’t that be nice! Instead, the usual predicament is many competing needs and wants – present-day, […]

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Naming Duke as a beneficiary of my will or retirement account is a complicated process. Gifts made through a will or retirement account are among the simplest, most straightforward ways to leave a lasting legacy at Duke. With only a couple of sentences in your will, you can designate a percentage of your estate (or […]

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With a charitable IRA rollover, you may be able to make a tax-wise gift to Duke to support students, schools or programs that you care about most. When you make a gift through a charitable IRA rollover, you can: Count the gift toward your annual IRA required minimum distribution. Reduce your taxable income. Use tax-deferred […]

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Before 2018 draws to a close, consider supporting the Duke programs and areas you care about most with a charitable gift annuity. Charitable gift annuities (CGAs) provide a future source of support for Duke while securing a fixed income for you and your loved ones. With a gift of $10,000 or more, you could receive […]

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Tax incentives for philanthropic gifts to charity may have decreased under the Tax Cuts and Jobs Act of 2017, but creative donors are still finding ways to maximize tax savings while supporting charitable causes. Our Blueprints blog three-part series — “3 tax reform charitable giving strategies” — highlights philanthropic options in light of the latest […]

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Did you know you can receive an income by making a gift to charity? The American Council on Gift Annuities recently announced an increase in gift annuity payout rates beginning July 1, 2018, which provides an opportunity for greater payouts to you or your loved ones both now and in the future. Establish a charitable […]

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While the Tax Cuts and Jobs Act of 2017 changed important parts of U.S. tax law, donors still have many ways to maximize tax savings while making charitable gifts. Our Blueprints blog three-part series — “3 tax reform charitable giving strategies” — highlights philanthropic options in light of the latest tax reform legislation. The first […]

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The Tax Cuts and Jobs Act of 2017 was signed into law in December 2017. It is the first major tax reform act in the United States since 1986 when Michael Jackson and Cyndi Lauper were at the top of the music charts! Major elements of the act include: Reducing tax rates for businesses and […]

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On Tuesday, June 5th, the Office of Gift Planning hosted the 15th annual Duke Heritage Society luncheon at the Washington Duke Inn Hotel & Golf Club. Our team looks forward to this event each year, and it was wonderful to spend a beautiful afternoon with local Duke alumni and friends. We host this lunch as a […]

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On Wednesday, December 20, the U.S. House and the U.S. Senate approved a major tax reform bill, which President Trump is expected to sign into law before the end of the year. The bill contains several elements that will have an impact on the tax benefits of charitable giving in 2018 and beyond. What are […]

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