Duke students on West Campus | Photo: Duke U Photography

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.

Subscribe to the quarterly Blueprints e-newsletter

Before the calendar year-end, consider giving a gift that supports Duke University and pays you back. Did you know a gift to Duke of $10,000 or more can provide fixed payments for you and your loved ones for life? Charitable gift annuities (CGA) provide immediate tax savings and a future income for you while benefitting […]

READ MORE

In recent weeks, both houses of Congress have passed major tax reform bills. While the House and Senate plans differ in many respects, they share several provisions in common that are likely to become law later this year with the signature of President Trump, and some of those provisions would have an impact on the tax […]

READ MORE

Photo by Kathy Julian The Memorial Garden at Sarah P. Duke Gardens is a beautiful and peaceful area where the life of a loved one is remembered and celebrated. Although it sits on two acres in our Historic Gardens, between the Rose Garden and the Hanes Lawn, the Memorial Garden has the feel of a […]

READ MORE

Photo by Kim Sims, courtesy of the Duke University Archives The Duke community recently said “good bye” to a long-time campus resident, friend and generous donor. Eleanore (“Elli”) Jantz passed away this past summer at the age of 104. She was the last private resident of the faculty houses lining Campus Drive leading up to […]

READ MORE

Michael Schwartz M.H.A.’71, J.D.’82, P’94 attributes many of his blessings in life to Duke. Before attending Duke, Michael was an army infantry officer. He received his masters and law degree from Duke, then worked at Duke Medical Center for 12 years. He and his wife, Phyllis, established two charitable gift annuities in appreciation for Duke […]

READ MORE

It’s never too early to being planning for your future. Contrary to popular belief, estate planning is not just for older individuals. In fact, younger people can find the planning process to be both worthwhile and relatively simple to begin. This article from WealthManagement describes the importance of planning for one’s foreseeable future (like marriage, […]

READ MORE

An inherited Individual Retirement Account (IRA), sometimes known as a Beneficiary IRA, refers to an account that is created to hold the IRA or employee-sponsored retirement plan assets that someone has inherited after the death of the original owner. Typically, an inherited IRA is opened by a family member or a close friend who was named […]

READ MORE

As summer approaches, many of us have already tackled those spring cleaning projects, but have you considered tidying up your financial closet and reviewing your philanthropic to-do list? Charitable gift planning can be approached in a similar way to reviewing your wardrobe—what assets do you own that may no longer be a good fit or […]

READ MORE

As more Baby Boomers reach retirement age we are seeing greater interest in charitable gifts that help save taxes (pre- or post-retirement) and/or produce lifetime income. In some of these cases, the best gift choice for a donor may involve unlocking the value of appreciation in real estate. Generally, the real estate being considered for […]

READ MORE

For many years, our office has had the pleasure of working with donors who use their required minimum distributions from Individual Retirement Accounts (IRAs) to make a gift to Duke. In December 2015, the charitable IRA rollover became a permanent fixture of the tax law. Due to this new provision, many more individuals have taken advantage […]

READ MORE

This website uses cookies as well as similar tools and technologies to understand visitors’ experiences. By continuing to use this website, you consent to Duke University’s usage of cookies and similar technologies, in accordance with the Duke Privacy Statement.

I accept
Students with glowing Blue Devil horns

All in for Students!

Duke unites with ACC schools in August to meet the challenge.
Your gift will ensure the best student academic experience possible. Learn more about All in for Students.