VIDEO: Retirement planning

Retirement planning remains an important part of every person’s life.  Gift planning may provide creative strategies to help you align your personal and financial plans with your charitable intentions.

Anne Bradley, associate director of gift planning at Duke University, describes how to bridge your individual retirement goals with a legacy gift to Duke.  Two of the best strategies to do this include: establishing a charitable gift annuity and naming Duke as the beneficiary of your retirement account.

Let’s join Anne in Duke’s Divinity School to learn about the advantages of each strategy and the impact you could make at an organization like Duke.

A charitable gift annuity (CGA) is a smart way to plan for retirement while accomplishing your philanthropic goals.  With a CGA, Duke pays you a fixed income for life in exchange for your gift.  The remainder of your support will be applied to the purpose you have chosen at Duke.

There are several benefits to establishing a CGA:

  • Receive a fixed income for you and your loved ones.
  • Establish a gift with as little as $10,000.
  • Receive a charitable deduction and other tax-savings.
  • Support the areas of Duke most meaningful to you.

Naming Duke as the beneficiary of your retirement account is another thoughtful way to provide for your future—and Duke’s.

The advantages of a retirement plan designation include:

  • You maintain access to your assets.
  • It’s very easy to set up.
  • Receive tax advantages for you and your loved ones.
  • You can designate the dollar amount or a percentage of your account.

We hope Anne’s video can be a helpful resource as you consider your future plans. If you would like to learn more about the creative ways to support Duke through a planned gift, please visit our website or contact us.

TAGS: Individual Retirement Account charitable gift annuities bequests retirement planning

About the author

Gift Planning

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.