Unwrapping Gifts: The Charitable IRA Rollover

Kristen Brown Smalley, Associate Director of Gift Planning at Duke University, describes the tax advantages of a "charitable IRA rollover," available to donors age 70½ or older through the end of 2011.

Want to learn more about how gift can be part of a smart financial plan for you and your family? Explore http://giving.duke.edu/giftplanning or contact us at gift.planning@dev.duke.edu .

"Unwrapping Gifts" is a new series of video podcasts about the benefits and impact of planned gifts to 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 a life 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.

Watch a video on charitable gift annuities at http://www.youtube.com/user/DukeDevelopment#p/u/7/hvEgRbEnQTg .

Category:

Education

Tags:

• Duke
• University
• Charitable
• IRA
• Rollover
• Gift
• Planning
• Education
• Giving
• to
• financial
• planning
• philanthropy
• tax
• deductions