Duke Women Give: Benefit now and later with a life income gift

Part 2 of 3 – Duke Women Give series exploring your options to secure your future, protect your legacy and maximize your impact

In this three-part series, we’ll explore strategic gift options and introduce you to Duke alumnae who have made lasting impacts on the university through planned giving. Whether you are just starting to consider how a legacy gift can work for you, or are already working with a financial advisor or estate attorney, we are here to help.

Receive Income as you Give

Life income gifts provide a tax deduction and income to you and/or your loved ones. A charitable gift annuity provides a fixed annuity payment each year. You can choose to defer payments until you need them and receive a higher payout once payments begin, in addition to receiving a higher tax deduction when you make the gift. A charitable remainder unitrust provides a variable payment each year, based in part on the performance of the trust’s investments.

Dara DeHaven ’73, A.M.’74, J.D.’80

Dara DeHaven ’73, A.M.’74, J.D.’80 has a long history with Duke that stems from three Duke degrees, continued active volunteerism, and generous financial support. She has established a charitable remainder unitrust for unrestricted support to Duke Law, in addition to a bequest to support the Katharine T. Bartlett Professorship, Duke Law and Trinity College of Arts & Sciences. Dara’s planned gifts to Duke will ensure that the people and places most important to her will benefit from her generosity far into the future.

“Duke provided a supportive and encouraging community for learning and a foundation for the future, and has helped shape who I am as a person and a professional.”

Dara DeHaven ’73, A.M.’74, J.D.’80

To learn more about the personal, charitable and tax benefits of giving to Duke, please contact:

Duke University’s Office of Gift Planning
PHONE: (919) 613-1521
EMAIL: giftplanning@duke.edu
WEB: giving.duke.edu/giftplanning

Bridget Booher ’82, A.M.’92
Director, Duke Women’s Impact Network
PHONE: (919) 613-9656
EMAIL: bridget.booher@duke.edu

This information is not intended as a comprehensive list of options and 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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Gift Planning

giftplanning@duke.edu

Duke University’s Office of Gift Planning specializes in charitable gift planning for estates, charitable trusts and annuities, and other complex current and future gift plans.

For more information, please contact the Duke University Office of Gift Planning.