Have you ever considered making an impact at Duke with the gift that gives back? If so, there may not be a better time than right now. In times of market volatility, a charitable gift annuity can be a great option for many individuals and couples who want to support Duke’s mission and future generations while enjoying the security of a fixed income for life, regardless of market performance.

HOW IT WORKS

A charitable gift annuity is simply a contract between a donor and Duke University under which the donor contributes cash or stock to Duke in exchange for:

1. a current income tax deduction for part of the gift’s value, and
2. a fixed income for life

Gift annuities at Duke can be established with a gift of $10,000 or more, and you get to determine the area of the university that your gift will ultimately benefit.

WHY NOW?

As of July 1, 2022, Duke can offer even better annuity rates than before. And once you lock in your higher rate, it is yours for life no matter how the markets change in the future.

Download our 2022 Charitable Gift Annuities guide to learn more, or contact our office directly at (919) 681-0464 or giftplanning@duke.edu to receive your personalized gift annuity illustration. We look forward to working with you!

About the author

Anne Bradley

anne.bradley@duke.edu

Anne helps donors and their professional advisors understand and consider charitable gifts that require some measure of tax, legal or financial planning. Anne’s work includes charitable gift and tax issues related to estates, trusts, life income gifts such as charitable gift annuities and charitable remainder trusts, real estate, and other complex gift arrangements. In 2023 Anne received the Chartered Advisor in Philanthropy designation from the American College of Financial Services. Prior to joining Duke, Anne managed corporate, foundation, and government fundraising for the Detroit Zoological Society. When she’s not at work, Anne roams like Roosevelt visiting our nation’s National Parks.