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-newsletterConventional 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 […]
READ MORECorporate 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 […]
READ MOREDuke 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 […]
READ MOREGift 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 […]
READ MOREIt 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 […]
READ MOREDuke University’s campus is undergoing an incredible transformation. The Duke Chapel is nearing the end of a yearlong project to restore the chapel to its original beauty. New buildings have popped up all over campus, and old buildings have been remodeled from the inside out. The physical changes of our alma mater are reflective of […]
READ MOREI arrived at Duke University in 1987 with my field hockey stick in hand, ready to fulfill my college dream. I started all four years on the Duke Field Hockey team, proudly representing my university on and off the field and loving every minute of it. I attended Duke on an athletic scholarship, and my […]
READ MOREI was the first person in my family to attend and graduate from college. With the support of scholarships from Duke, I was provided an opportunity to major in engineering enriched by the breadth of a liberal arts education. It changed the course of my future forever. The opportunities to be exposed to engineering, the […]
READ MOREEach spring, as the azaleas on West Campus reach their peak, seniors sprint toward graduation, and we recover from the thrills of March Madness, we go through another, less pleasant annual ritual: Tax Day. Many of us are surprised at how much we owe Uncle Sam every year. It can be so painful to write […]
READ MOREEach spring, as the azaleas on West Campus reach their peak, seniors sprint toward graduation, and we recover from the thrills of March Madness, we go through another, less pleasant annual ritual: Tax Day. Many of us are surprised at how much we owe Uncle Sam every year. It can be so painful to write […]
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