A gift to Duke can be part of a smart financial plan.
Let the Office of Gift Planning at Duke University help you and your financial advisors develop a gift plan that meets your financial and philanthropic goals. A properly planned gift may help you reduce or eliminate capital gains and gift and estate taxes. You may realize immediate tax savings as well.
- Life income gifts can provide you and/or your loved ones with an income for the duration of your lives or for a specific number of years.
- Charitable lead trusts can be used to transfer assets to a loved one with a significantly reduced tax liability.
- Real estate, tangible property, and securities can be turned into gifts with immediate tax benefits.
- Bequests, retirement accounts, and other testamentary gift plans can allow you to make a more substantial gift than you imagined possible.
Download the Legacy Giving to Duke brochure (PDF format) for a portable, printable, two-page synopsis of smart financial plans.
Unwrapping Gifts: Charitable Gift Annuities
Jeremy Arkin, Associate Director of Gift Planning at Duke, describes how a charitable gift annuity at Duke University can be part of a smart financial plan.
Giving News for 2012
- Roth IRA Conversion Opportunity
How charitable giving may help offset taxes incurred when converting a traditional IRA to a Roth IRA