The most common form of deferred gift to Duke is a bequest contained in a person’s will or revocable (living) trust. Find sample language and more information.
Charitable Lead Trust
These trusts can be used to transfer assets to a loved one with a significantly reduced tax liability. Learn More
Deferred or Planned Gifts
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. Click here to learn more about Gift Planning.
The mission of Duke University’s endowment is to support the people, programs, and activities of the university in perpetuity. Over the years, growth of the endowment through investment return and charitable giving has enabled the university to provide scholarships and fellowships to students, build faculty excellence, launch new programs and research efforts, and support a wide range of important needs. Learn more about endowment giving in this useful Q&A.
International and Foreign Currency Donations
Duke University greatly appreciates cash donations in any form, including foreign currency, US dollars drawn on foreign banks, or foreign “dollars.” Duke gives gift credit in US dollars for the value of the donation based on current exchange rates as of the day of receipt. Please consult your financial institution for information on current US exchange rates.
It is important to know that Duke incurs what can amount to substantial bank fees to process foreign currency gifts and checks drawn on foreign banks. Unfortunately, there are times when the fees associated with these types of gift outweigh the gifts themselves. For this reason, Duke is only able to accept foreign checks of $100 or more. Click here to learn more about donating foreign currency to Duke.
GIFTS FROM UK TAXPAYERS:
If you are a UK taxpayer—even if you also pay taxes in the US—you may be able to significantly increase the value of your gift. Find out how the Duke UK Trust Limited can make your donation worth more.
Life Income Gifts
Life income gifts serve a dual purpose: They provide philanthropic support for Duke while also providing both a charitable income tax deduction and an income stream to you and/or your loved ones.
These gift vehicles can provide income benefits comparable to—or in some cases exceeding—those that might be earned in non-charitable vehicles. Many donors establish life income gifts with assets that are producing a very small amount of income, such as cash or appreciated stocks that do not earn dividends.
Learn more about the four basic types of life income gifts that Duke offers and which gift may be right for you.
Many companies and foundations will double or even triple the value of charitable gifts made by employees and their spouses, board members, and retirees. To find out if a particular company or foundation has a matching gift program, please click here.
If you would like to donate personal property to Duke, please contact Alumni and Development Records at (919) 684-2338. Some gifts require appraisal or advance approval in order to be accepted. Examples of gifts of property include tickets to athletic events, rare books, artwork, computer hardware and software, and laboratory equipment.
All gifts of real estate require prior approval by the university. A gift of real estate may be a principal residence or vacation home, a farm, a commercial building, a subdivision lot, or unimproved land. The gift may be the entire property or a fractional interest in the property. Duke’s Office of Gift Planning can walk you through the approval process. Learn More
Naming Duke as a primary or contingent beneficiary of a retirement plan (e.g. IRA, SEP, 401(k), 403(b), ESOP, etc.) may enable you to make a larger gift than you anticipated because income and estate taxes are not imposed when plan assests are distributed to Duke. Your retirement account’s plan administrator (the company that manages the account) can help you designate Duke University as a primary or contingent beneficiary on the plan’s beneficiary form. Learn More
Stocks, Bonds and Mutual Funds
Click here to fill out a form to notify us of your plan to donate securities to Duke.
This form allows you to declare your intention to make a stock gift so that Duke may credit your gift appropriately. You must contact your broker to initiate the actual transaction.
Upon completion of this form, you will receive a confirmation email, as well as transfer instructions and applicable forms that will assist you in completing your gift to Duke.