Here’s a scenario: You’re enjoying retirement, and life is good. You’re taking your annual required minimum distribution (RMD) from your individual retirement account (IRA), but that money isn’t critical to your lifestyle. It would be great to have another option instead of paying taxes on that withdrawal. That’s where Duke comes in. A charitable IRA […]

Kristin and Tom Clyde recall their time at Duke Law School fondly. Duke Law prepared them for their future legal careers and it was where they first met and began numerous friendships. In honor of their 20th reunion, they named Duke Law a beneficiary of their account. They hope their support will help the school […]

When it comes to estate planning, there is often confusion about the treatment of retirement plans—such as individual retirement accounts, employment stock ownership plans, pension plans, 401(k) plans, or 403(b) plans. You may not be clear on how your retirement plans will get transferred to your heirs or favorite charity. Failure to properly understand and […]

Common benefits companies offer employees include paid vacation, health insurance, and retirement plans. Many employers also provide a lesser-known benefit to its employees: a matching gift program to support charity. For donors looking to increase their charitable donations, a matching gift program is an ideal way to support their favorite nonprofits. A recent Thousand Oaks […]

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 […]