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

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

Gift Planning Resources Library

Charitable Gift Annuity

A gift to Duke that pays back
Charitable Remainder Unitrusts

A charitable remainder unitrust (CRUT) is a trust that pays you, and/or other designated recipients, an income for life or for a specified number of years.
Unleash Your Inner Philanthropist

Through imagination and smart charitable planning, you can shape Duke’s future beyond what you thought possible and propel Duke further forward.
Confirmation of Legacy Gift

Use this form is to help you provide information about your deferred gift to Duke University.
Bequests and Retirement Plans

Give more for less than you think
Gifts of Privately Held Securities

Information about donating family, venture, and other closely held business interests
Donating Real Estate

Some individuals decide to make a charitable gift of property to benefit something they care about at Duke.
Duke University Office of Gift Planning – Gift Officer Bios

Meet our team
Charitable Lead Trusts

Providing for your family and Duke’s future
Gifts of Publicly Traded Securities

Gifts of publicly traded securities—stocks, bonds, or mutual funds—may provide special tax advantages.
Charitable IRA Rollover

Information about this investment vehicle
Gift Planning at Any Age

Discover the multiple options for leaving a legacy at every life stage.
Gift Planning - Compare Gift Options

Use this chart to analyze and to compare all Duke gift options