Gift planning at any age: 80s and 90s

Gift 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 in the market. A life income gift may provide you and your loved ones the security you seek when planning for your future.

You may consider establishing a charitable gift annuity in your 80s and 90s.

A charitable gift annuity can be set up with as little as $10,000 and can be funded with cash or appreciated stock. It would provide you with a current income tax deduction, fixed payments to you for your lifetime, and a future gift to Duke. Your payments can be made directly to your bank account on a monthly, quarterly, semi-annual or annual basis—whatever works best for you!

View or download our complete Life Stage Planner to discover how a planned gift to Duke can leave a lasting legacy for the university you love while also achieving your personal and financial goals. Contact our team to learn more.

TAGS: charitable gift annuities

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.