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Unwrapping Gifts: Charitable Remainder Unitrusts

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Uploaded by on Dec 5, 2011

Learn how you can generate an income and make the most of your charitable contribution through a charitable remainder unitrust for Duke University. Your gift can support Duke Athletics or other Duke programs that are meaningful to you. Phil Buchanan, assistant vice president of Gift Planning at Duke University, describes how these gifts can work for you.

Want to learn more about how a charitable 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 . Duke gift planning officers are not basketball stars; they can, however, work with you and your financial advisors to find a gift vehicle that's a slam dunk.

"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 .

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Education

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  • Great video -- crisp and highly informative!

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