Prior to the election in November 2020, former Vice President Joe Biden released a series of tax reform measures he would pursue if elected. At the time this post is being written, President Donald Trump continues to challenge the results of the election in several states, and control of the U.S. Senate will come down […]

In times of economic uncertainty, a charitable gift annuity (CGA) is a great option for many individuals and couples who like the security of a guaranteed fixed income for life, regardless of market performance, and who also want to support Duke’s future. A CGA enables you to give to Duke with multiple benefits for you. […]

In 1983, Duke University alumna Ross Harris had just lost her younger brother, Carlton Harris Jr., to leukemia. He was only 25. She felt that she didn’t want to hear the word cancer ever again. “I was in so much pain, and I was so angry that cancer had taken him,” she says. Five years […]

It’s an instantly humbling conversation when a donor reaches out to you to share that they are making plans to provide a substantial gift after they pass away, naming us as a beneficiary in any way or as a recipient of part of their estate. Of all the places and worthy causes in this world, […]

Major life events mark our most important milestones, and, let’s face it, we’re in the midst of a major life event that none of us ever expected. In times like these, flexibility can be key. We can reconsider what is most important to us, re-examine our plans, and try our best to prepare for what’s […]

In the weeks following the start of the fall semester for college students, universities across the country have struggled to keep COVID-19 cases from soaring on campus. In North Carolina, UNC-Chapel Hill and NC State have reported a combined 1,700+ COVID-19 cases since classes began in early August. So, where does Duke stand? According to […]

There is no time like the present (while you are still working) to plan for fun-filled days of blissful retirement in a tax-wise manner. During our busy, sometimes frenetic, working years, it can be difficult to take time to consider retirement planning options that include a charitable gift component. But the effort may be well […]

Naming a public charity as the beneficiary of your retirement account can be a wonderful and tax-efficient way to make a legacy gift to the organizations that are important to you. It is relatively simple to make a gift using the beneficiary designation form provided by the financial institution that serves as the retirement plan […]

Thoughtful estate planning is important if we want to provide for the people and causes we truly care about in life. The process includes terms – such as will, revocable (“living”) trust, and Beneficiary Designation/Payable on Death/Transfer on Death forms – that may not be familiar to everyone. In this article, we hope to help […]

In a time when access to reliable information and healthcare is critical, Duke University launched the Community Health Watch program in April 2020 to provide bilingual symptom support and guidance for people caring for themselves at home during the COVID-19 pandemic. A recent article on Duke Today states that the program, initially designed to help […]