Create Your Legacy

Whether you give through your will, retirement plan, or a gift that generates income and tax savings for you, gift planning is a powerful way to support Duke Health. Explore this site for giving options and useful information.

Plan for Your Future

Including Duke Health in your estate plan can help you achieve your personal and financial goals while offering potential tax savings and maintaining control of your assets.

• Will or Trust: A common way to leave a legacy at Duke Health. Your gift can support any area, add to your current giving, or create an endowed fund.
• Retirement Plan: An efficient way to support Duke Health. You can make gifts during your lifetime and name a charitable beneficiary, which can lead to favorable tax results for your heirs.

Receive Income as You Give

A life income gift supports Duke Health and provides you with tax deductions and annual income payments. Payments can be fixed or variable, and immediate or deferred.

• Charitable Gift Annuity: Provides fixed income for life in exchange for a gift of $25,000 or more, with the remainder benefiting Duke Health.
• Charitable Remainder Unitrust: A trust that pays you or others an income for life or a set number of years for a gift of $100,000 or more, with the remainder benefiting Duke Health.

Make an Immediate Impact

Gifts of long-term appreciated assets can offer special tax advantages. Donate these assets outright or use them to create a gift that pays you income.

• Securities: Donating stocks, bonds, or mutual funds can provide tax savings and avoid capital gains tax.
• Real Estate: Gifts can include a home, farm, commercial building, or land.
• Qualified Charitable Distributions: IRA owners can directly transfer funds to Duke Health to meet philanthropic goals.

Share Your Plans

If you have included Duke Health in your estate plans, please let us know so we can thank you.

Notify Us

You can also fill out a Confirmation of Legacy Gift Form and send it to us.

We understand that circumstances may change over time. Sharing your plans with us is not a binding commitment. You can notify us of updates anytime by contacting the Duke Health Office of Gift Planning.

Establish Your Legacy 

The Duke Health Office of Gift Planning is here to answer any questions you or your advisors may have. We can help you explore how to create your legacy through gift planning.

Request Information

Email us: giftplanning-dukehealth@duke.edu

Call us: 919-385-1840