Build your legacy at Duke with a gift that pays you back!
Act now to support your financial well-being and Duke’s future with a charitable gift annuity.
For many individuals and couples, funding a charitable gift annuity can be a simple, tax-savvy way to support the future of Duke University while enjoying the security of a fixed income for life, independent of market performance.
How does it work?
- Establish a gift annuity at Duke with a cash or stock gift of $25,000 or more.
- Receive an immediate charitable tax deduction and fixed-amount payments for life. A charitable gift annuity may have one (“single life”) or two (“joint and survivor”) income beneficiaries.
- Support the areas and programs at Duke that matter most to you. After you pass away, the gift annuity’s remainder will be used for the purpose(s) you have designated.
Sample Duke gift annuity payout rates:
| Single Life Gift Annuity | Joint and Survivor Gift Annuity | ||||
| Your Age | Payout Rate* | Your Age | Second Beneficiary’s Age | Payout Rate* | |
| 60 | 5.2% | 68 | 70 | 5.4% | |
| 70 | 6.3% | 73 | 76 | 6.1% | |
| 80 | 8.1% | 77 | 82 | 6.8% | |
Download our 2024 Charitable Gift Annuities Guide to learn more about charitable gift annuities, including flexible payment and IRA Qualified Charitable Distribution (QCD) options.
Duke’s Office of Gift Planning has charitable planning professionals available to work with you and your financial advisors. Contact us at giftplanning@duke.edu or (919) 681-0464.
This information is provided with the understanding that neither Duke University nor the authors are providing legal, accounting, or other professional advice or counsel. Please consult your personal counsel about the financial, tax, and legal implications of any gift.
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