Expand your legacy. Shape Duke’s future.

Transform your assets into a lasting impact with a beneficiary designation.

Beneficiary designations offer a direct and meaningful way to support Duke University.

What are some options?

  • Retirement Accounts: Designate Duke to receive all or part of your retirement account balance, potentially reducing the taxable burden on your heirs.
  • Life Insurance: Many people own old life insurance policies that are no longer needed – such as policies originally purchased to protect children who are now financially self-sufficient. A policy holder can name Duke as a beneficiary, transforming the policy into a high-impact gift at Duke.
  • Donor Advised Funds: In addition to recommending grants during your lifetime, you can also name Duke as a beneficiary to receive all or part of the remaining donor advised fund balance after you pass away.

Let’s get started!

Access our Beneficiary Designations Guide to discover how this direct giving strategy can make a significant impact at Duke and beyond.


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.

TAGS: Charitable Giving Strategies Beneficiary designations

About the author

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 at 919-681-0464 or giftplanning@duke.edu.