Much has been made about the performance of publicly traded, or publicly owned, companies in 2020 and 2021. Despite a “COVID dip” in March 2020 and other short-term declines, the stock market has continued to climb at a historic pace overall since the 2008 financial crisis. In fact, many private companies are also performing well […]

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 […]

Charitable gifts of appreciated stocks, bonds, mutual funds and other securities can give you an extra bonus in terms of tax savings (as compared to a donation of cash). If you have owned publicly traded securities more than one year—which makes it a “long term capital gain” asset—you can claim a tax deduction for the […]

Corporate mergers and acquisitions take place many times each year. These are often great for shareholders in terms of additional gain, but may also produce unwanted taxes. If a donor owns appreciated stock in a company that is subject to a takeover, merger, tender offer, negotiated sale or other acquisition, can the stock still be […]

It was a wonderful time celebrating with alumni and friends at Duke Reunion Weekend, held earlier this month on April 15-17, 2016.  Duke University’s Office of Gift Planning hosted two events during this milestone weekend. If you returned to Duke for Reunion Weekend, we hope you enjoyed your time on campus. Here is as recap […]

Gift planning can be a smart way to leave a lasting impression at a charity, like Duke, while achieving your personal and financial goals.  There are many options for every life stage. If you are in your 40s and 50s, you probably have an established career.  It’s likely you are thinking about how to save […]

It’s no secret that the modern world is becoming more complex.  With that complexity arise new expressions and vocabulary.  I can’t even remember, for example, when we began using the term “emoticon.” 🙂 While jargon can be helpful to people who dwell full-time within specialized areas of life, it can also become very commonplace and […]