VIDEO: Bequests and Retirement Account Designations

There are many reasons why you should consider making a planned gift to support Duke University.  Phil Buchanan, assistant vice president of gift planning at Duke University, describes the advantages of including Duke in your will or naming Duke as a beneficiary of your retirement account.  

Your support can have a significant impact on education and advancements at Duke.

Let’s join Phil on campus as he walks us through the benefits of including Duke in your estate plans.

Planned gifts remain the foundation of Duke’s future.  They provide financial assistance for students, strengthen our academic programs, and help advance medical research.  One of the simplest ways to support Duke’s future is by naming Duke as a beneficiary in your will or retirement account.

Bequests and retirement plan designations remain a top giving choice for many donors because you can:

  • Maintain access to assets
  • Make a flexible contribution—you may designate a portion or percentage of your estate or retirement account
  • Receive charitable tax benefits
  • Direct your support to your favorite Duke priorities

If you would like to learn more about supporting Duke through a bequest or retirement account designation, please visit our website.  There, you will also find sample language and examples that you can review with your loved ones or financial advisors.

Please feel free to contact our team of charitable planning experts today to see if this gift is right for you.

TAGS: retirement account designations bequests

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.