As the year draws to a close, consider establishing  charitable gift annuity (CGA) at Duke. Given the many benefits it may provide, it’s easy to see why a CGA continues to be our most popular deferred giving option. 

To better illustrate how a CGA could work for you, Jeremy Arkin, director of Gift Planning shares this 3-minute gift illustration video shot on Duke’s campus.

A CGA can be part of a smart giving strategy because you can:

•   Make an impact on the programs and places you love at Duke
•   Receive a partial tax deduction in the year of the gift
•   Have a fixed, guaranteed income for life

In short, with a gift of $10,000 or more, a CGA can provide future income for you and your loved ones while making a lasting impression on the Duke people and programs you are passionate about (scholarships, Athletics, Duke Gardens, etc.). 

Take a look at some sample annuity rates in the chart.

Learn more about how CGAs work and see examples by visiting our website.

Interested in making a gift now but don’t need the income until retirement? Contact the Office of Gift Planning and we would be happy to discuss with you the benefits of a deferred charitable gift annuity.

As always, we hope this information was helpful and thank you for considering a gift to this special place!

About the author

Anne Bradley

anne.bradley@duke.edu

Anne helps donors and their professional advisors understand and consider charitable gifts that require some measure of tax, legal or financial planning. Anne’s work includes charitable gift and tax issues related to estates, trusts, life income gifts such as charitable gift annuities and charitable remainder trusts, real estate and other complex gift arrangements. Prior to joining Duke, Anne managed corporate, foundation, and government fundraising for the Detroit Zoological Society. When she’s not at work, Anne roams like Roosevelt visiting our nation’s National Parks.