Planning for retirement remains a critical part of every person’s life. Anne Morrison Bradley, Associate Director of Gift Planning at Duke University, describes how to align individual retirement goals with a legacy gift to Duke University.

“Unwrapping Gifts” is a series of educational video podcasts that describe the personal and financial benefits of gift planning and the impact it can have on the future of Duke University. Duke offers a range of giving vehicles that may help you realize immediate tax savings, transfer assets to a loved one with a reduced tax liability, generate an income for yourself and/or loved ones, reduce or eliminate capital gains and estate taxes, and make a more significant gift than you imagined possible.

Explore your options at or contact us at giftplanning@duke.edu. You can also find more charitable giving news, insights, and inspiration brought to you by our team of Gift Planning experts on our blog at …(read more)

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