With a qualified charitable distribution, you can transfer assets directly to Duke in an easy, tax-efficient way to fulfill your philanthropic goals. What is a qualified charitable distribution? A qualified charitable distribution (QCD) or charitable IRA rollover allows individuals to transfer up to $100,000 a year directly from an IRA to Duke. You can also […]

August is typically the month we think of as the end of summer: back to school, freshman move-in days, last vacations. Looking ahead and planning for the next season is a reminder to update your estate plan or create a will if you don’t have one already. A will is an important estate document that […]

Have you heard about the Duke 100 Challenge? For the first time in Duke’s history, there is a matching challenge for planned gifts and the opportunity to support Duke today and tomorrow. As of April 2023, 10% of a new planned gift established in your estate or retirement plan will be matched with current-use funds […]

Beginning in 2023, the Secure Act 2.0 allows taxpayers 70 ½ or older to establish a charitable gift annuity with a qualified charitable distribution (QCD) from their individual retirement account (IRA). With a charitable gift annuity, a donor makes a gift to a public charity—like Duke—in exchange for  fixed, lifetime payments. While taxpayers have established […]

Naming a charity as a beneficiary of your retirement account can be an effective way to make a future gift with a lasting impact. But be sure to take the step of notifying those beneficiaries of the plans you have made. Understandably, you may have reasons to keep this information private from some beneficiaries, but […]

Originally published on March 22, 2023 in the Duke University School of Medicine’s Magnify Magazine by Dave Hart In an age when people share the details of their days on social media and you can learn almost anything about almost anybody with a few clicks, it is not easy to pass through a long life […]

Original article published in the 2021-2022 Duke Pathology Annual Reportby Morgan Pope, Director of Interdisciplinary Development, Duke Alumni Engagement and Developmentand Jamie Botta, Communications Strategist, Duke Pathology We sat down with major donors Todd Brady MD’99, PhD’98 and Andrea Darling MA’96, JD’99, a married couple of 26 years whose son, Alex, started as a freshman […]

Duke Reunion Capstone Weekend returns to campus on April 14-16, 2023, and we’re looking forward to celebrating together again. It’s an inspiring time as we reflect on our past Duke experiences and look ahead to an even brighter Duke future. There are so many meaningful ways to support the university. One way many of your […]

President Biden recently signed into law the Secure Act 2.0. Among other things, this new law allows taxpayers to establish a charitable gift annuity with a qualified charitable distribution (QCD) from their individual retirement account (IRA), starting in 2023. With a charitable gift annuity, a donor makes a gift to a public charity (like Duke!) […]

Last month, the Internal Revenue Service announced its annual inflation adjustments for tax year 2023. In general, values have risen by about 7%. Notable changes include increases in: Standard deductions Marginal tax rates Unified gift and estate tax exemptions Annual gift tax exclusions Learn more about these and other tax changes by visiting www.irs.gov, and […]