People say it every December and it continues to be true: This past year went by so fast! It’s hard to believe we are approaching another 12/31 and thinking once again about how to reduce taxes while supporting your favorite charities (like Duke!) before the tax year ends. Here are some ideas: Donating publicly traded […]

With a qualified charitable distribution, you can transfer assets directly to Duke in an easy, tax-efficient way to fulfill your philanthropic goals. What is a qualified charitable distribution? A qualified charitable distribution (QCD) or charitable IRA rollover allows individuals to transfer up to $100,000 a year directly from an IRA to Duke. You can also […]

President Biden recently signed into law the Secure Act 2.0. Among other things, this new law allows taxpayers to establish a charitable gift annuity with a qualified charitable distribution (QCD) from their individual retirement account (IRA), starting in 2023. With a charitable gift annuity, a donor makes a gift to a public charity (like Duke!) […]

A charitable IRA rollover–often called a “qualified charitable distribution” or “QCD”–may be an easy and effective way to make an immediate impact at Duke. It allows those who are 70 ½ or older to support Duke people, places and programs with a tax-free transfer of up to $100,000 a year from an individual retirement account. […]

For the philanthropically inclined IRA owner, a charitable IRA rollover – often called a “qualified charitable distribution” or “QCD” – may be an easy and effective way to make an impact at Duke. It allows those who are 70 ½ or older to support Duke people, places and programs with a tax-free transfer of up […]

In this three-part series, we’ll explore strategic gift options and introduce you to Duke alumnae who have made lasting impacts on the university through planned giving. Whether you are just starting to consider how a legacy gift can work for you, or are already working with a financial advisor or estate attorney, we are here […]

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 […]

As you may recall, last December President Obama signed into law the Protecting Americans from Tax Hikes (PATH) Act of 2015, which also made the charitable individual retirement account (IRA) rollover permanent.  This provision allows IRA owners age 70 ½ or older to make a direct, tax-free transfer of up to $100,000 a year from […]

Each spring, as the azaleas on West Campus reach their peak, seniors sprint toward graduation, and we recover from the thrills of March Madness, we go through another, less pleasant annual ritual: Tax Day.  Many of us are surprised at how much we owe Uncle Sam every year. It can be so painful to write […]

Each spring, as the azaleas on West Campus reach their peak, seniors sprint toward graduation, and we recover from the thrills of March Madness, we go through another, less pleasant annual ritual: Tax Day.  Many of us are surprised at how much we owe Uncle Sam every year. It can be so painful to write […]