When Tre’ Scott ’15 left Duke as a wide-eyed graduate he knew what he wanted in a career. But in order to make it real, as easy as it sounds, Tre’ needed to write it down. Tre’ created a list of the things he hoped for — and a separate list of the things he […]

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 […]

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 […]

On Thursday, June 6th, the Office of Gift Planning hosted the 16th annual Duke Heritage Society luncheon at the Washington Duke Inn Hotel & Golf Club. Our team hosts this event each year as a way to thank local Duke alumni and friends who have included the university in their estate plans. It was a […]

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 […]

On Wednesday, March 27, Duke’s Office of Gift Planning partnered with Gregg ‘79 and Susan Berdy to host an evening reception at the Westwood Country Club in St. Louis, MO. It was a pleasure to host over 30 Duke alumni and friends for cocktails and conversation. Our keynote speaker, Nicole Schramm-Sapyta, Ph.D., is the chief […]

This year’s Gift Planning Reunion Co-Chairs share why they were inspired to leave a legacy at Duke by including the university in their estate plans. Planned gifts – such as bequests, retirement account designations, and charitable gift annuities – provide meaningful support to Duke far into the future. No matter who or what inspires you […]

Pam and Gery Anderson are forever grateful for the care their grandson, Lachlan, received at Duke Children’s. Lachlan was prenatally diagnosed with what he calls a “special heart,” and after an inpatient stay and three heart surgeries, he is now a healthy, energetic seven-year-old who enjoys math and soccer. “The team at Duke Children’s took […]

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 […]

The first house calls James R. “Jim” Urbaniak M.D.’62 made as a doctor were for Mary and Eddie Cameron. The last house calls he made were for Tom Butters. For more than half a century, Jim and his wife, Martha “Muff” Shawger Urbaniak B.S.N.’67, have been devoted to Duke blue. For those not familiar with […]