(Left to right): Heather Wilkinson Deguire ’98; Hayley Wilkinson Brammer ’00; Bev Wilkinson P’98, P’00, P’03; Jerry Wilkinson B.S.E.’67, P’98, P’00, P’03; and Hilary Wilkinson Bayer ’03 “My experience at Duke not only formed me as a person, but transformed me,” said Jerry Wilkinson B.S.E.’67, P’98, P’00, P’03, who received a degree in electrical engineering […]

Duke Trustee Emeritus Karl von der Heyden ’62 and his wife, Mary Ellen P’87, have a deep affinity for the arts. As New York City residents since 1987, the von der Heydens have embraced the ever-present and thriving arts culture that the city is known for. “We love the theater and go there frequently,” said […]

As the year draws to a close, you may consider making a tax-efficient gift to Duke through a life income gift known as a charitable gift annuity (CGA). CGAs provide a meaningful way to support Duke’s future while allowing you to secure a fixed income for you and your loved ones. When you establish a […]

Common benefits companies offer employees include paid vacation, health insurance, and retirement plans. Many employers also provide a lesser-known benefit to its employees: a matching gift program to support charity. For donors looking to increase their charitable donations, a matching gift program is an ideal way to support their favorite nonprofits. A recent Thousand Oaks […]

As you may recall, last December President Obama signed into law the Protecting Americans from Tax Hikes (PATH) Act of 2015, which also made the charitable individual retirement account (IRA) rollover permanent.  This provision allows IRA owners age 70 ½ or older to make a direct, tax-free transfer of up to $100,000 a year from […]

Conventional wisdom suggests that we review our estate plans every three to five years. If you are like me, reviewing your estate plans may stay on your “to do” list far longer than five years. It often takes an external event—such as the prospect of summer travel—to inspire us to dust off our estate planning […]

Corporate mergers and acquisitions take place many times each year. These are often great for shareholders in terms of additional gain, but may also produce unwanted taxes. If a donor owns appreciated stock in a company that is subject to a takeover, merger, tender offer, negotiated sale or other acquisition, can the stock still be […]

Duke University’s Nicholas School of the Environment community lost a beloved member in 2014. But thanks to a generous donation of one of wood artist Kurt Hupé’s sculptures, his memory will live on in the place that nurtured his love of the environment. Hupé earned a bachelor of arts in economics and minor in biological […]

Gift planning can be a smart way to leave a lasting impression at a charity, like Duke, while achieving your personal and financial goals.  There are many options for every life stage. If you are in your 80s and 90s, you may be concerned about receiving a steady income each year regardless of what happens […]

It was a wonderful time celebrating with alumni and friends at Duke Reunion Weekend, held earlier this month on April 15-17, 2016.  Duke University’s Office of Gift Planning hosted two events during this milestone weekend. If you returned to Duke for Reunion Weekend, we hope you enjoyed your time on campus. Here is as recap […]