Compare Gift Options | Gift Planning | Ways to Give | Giving to Duke

Gift Planning
Compare Gift Options

Use the benefits chart below to identify the planned gift that best fits your needs or download the Compare Gift Options chart.

  Charitable Gift Annuity Deferred Charitable Gift Annuity Charitable Remainder Unitrust Charitable Remainder Annuity Trust Will or Living Trust Remainder of Retirement Assets Outright Gift
I want to receive...
fixed payments for myself or others X X   X      
payments that vary with trust value     X        
I want the payments to continue...
for life X X X X      
for a term of years     X X      
I want to make a gift…
during my lifetime X X X X     X
after my lifetime (or upon my death)         X X  
I want to make a gift with...
cash X X X X X X X
appreciated securities X X X X X X X
my personal residence     X   X   X
investment real estate     X   X   X
family or closely held business interests     X       X
I'm looking for the following tax benefits...
income tax deduction for charitable gift X X X X     X
reduced capital gains taxes X X X X     X
reduced estate taxes X X X X X X X
payments that may be partially tax-free X X          
help my heirs avoid income taxes           X  

Unite. Be Counted. Join in!

This month, our goal is for 10,000 Blue Devils to join in and give. Support the university, programs and people you love. Make more possible at Duke and give to the Annual Fund by June 30!