Recent Posts

  • News You Can Use: Estate planning tips to prepare your future plans

    May 24, 2017 Discussion

    News You Can Use: Estate planning tips to prepare your future plans

    Many Americans acknowledge the importance of having their estate plans in place; however, it can be difficult to determine how to get started. Creating a will or a living trust may seem overwhelming and onerous, but taking the time to outline and organize your plans will ensure you provide for your heirs and your wishes are carried out. Continue Reading ➜

  • 4 easy steps to identify your charitable intentions

    May 15, 2017 Discussion

    4 easy steps to identify your charitable intentions

    Through planned giving, many Duke alumni and friends are able to make larger gifts to the university than they may have thought possible. Planned gifts—such as a gift through your will, retirement account, or a life income gift—impact all aspects of the university from facilities and programs to student scholarships and faculty support. Duke University would not be the preeminent institution it is today without the generosity of planned giving donors.

    Deciding to make a planned gift requires careful planning and foresight, but making the gift is much simpler than you think! Follow these four easy steps to help you identify your charitable intentions. We encourage you to discuss these options with your financial advisor. Continue Reading ➜

  • Growing Sarah P. Duke Gardens

    May 12, 2017 Discussion

    Growing Sarah P. Duke Gardens

    Sarah P. Duke Gardens is often referred to as “the heart of Duke University.” It’s an extraordinary and vibrant place that connects and inspires students, faculty, and visitors from all over the world. The Gardens has been an invaluable part of Duke for the last 75 years and is well recognized as a world-class botanic garden. It’s no wonder that Duke Gardens attracts more than 300,000 visitors each year! Continue Reading ➜

  • News you can use: How President Trump’s Tax Plan may impact charitable giving for Americans

    April 28, 2017 Discussion

    News you can use: How President Trump’s Tax Plan may impact charitable giving for Americans

    On April 26th, 2017, President Donald Trump released his tax reform proposal entitled “2017 Tax Reform for Economic Growth and American Jobs.” The proposal provides a series of bullet points aimed at the President’s four stated goals: i) growing the US economy and creating jobs, ii) simplifying the tax code, iii) providing tax-relief, and iv) lowering the business tax rate.

    Of course, we are far from seeing actual changes to the US Tax Code. Additional details on the proposal and how it will be paid for through offsetting cuts or alternative sources of revenue are needed from the White House. Review, response, and alternative strategies are certain to arise from the press, the public, and politicians. And only once it is in a final form can both houses of Congress vote on passage of the proposal. Continue Reading ➜

  • News You Can Use: Charitable solutions for hedge fund managers facing repatriation of fees

    April 26, 2017 Discussion

    News You Can Use: Charitable solutions for hedge fund managers facing repatriation of fees

    Pursuant to Section 457A of the Internal Revenue Code, hedge fund managers who hold offshore incentive fees earned prior to 2009 must recognize those fees as compensation income for U.S. income tax purposes by December 31, 2017. This may lead to a spike in income tax liability for those managers in the 2017 tax year. By leveraging the income tax deduction available for charitable gifts, managers may offset a significant portion of this tax liability while having an impact on nonprofit organizations meaningful to them.

    Four charitable giving strategies may be of particular interest in this context... Continue Reading ➜

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