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Blueprints Blog

Gift planning insights to build a plan for your future

The Gift Planning Blueprints blog offers planning insights, charitable giving news and stories of inspiration to help you plan for your future.

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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 […]

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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 […]

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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 […]

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