Discover other ways to support Duke Divinity School through donor advised funds, appreciated securities, and gifts of real estate. Learn more below.
Donor Advised Funds
Simplify Your Giving
A donor advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to Duke Divinity School and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.
You can also create a lasting legacy by naming Duke Divinity School the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.
Fund Your Donation With:
- Cash
- Appreciated Securities
- Retirement Plan Assets
- Tangible Personal Property
- Real Estate
Appreciated Securities
A Tax-Savvy Way to Benefit from Growing Assets
Securities and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to Duke Divinity School. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself.
When you donate appreciated securities or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.
Securities are most often used to support our work in the form of:
An outright gift. When you donate securities to the Divinity School, you receive the same income tax savings that you would if you wrote a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20%.
A transfer on death (TOD) account.* By placing a TOD designation on your brokerage or investment account, that account will be paid to one or more persons or charities after your lifetime.
*State laws govern transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.
Real Estate
Transforming Realty to Gift Reality
Want to make a gift to Duke Divinity School without touching your bank account? Consider giving us real estate, such as a personal residence, vacation home, farm, commercial property, or undeveloped land. Such a generous gift helps us continue our work for years to come. And a gift of real estate also helps you. When you give Duke Divinity School appreciated property you have held longer than one year, you qualify for a federal income tax charitable deduction and you may minimize or eliminate capital gains tax. And you no longer have to deal with that property's maintenance costs, property taxes, or insurance.
Another benefit: You don't have to hassle with selling the real estate. You can deed the property directly to the Divinity School or ask your attorney to add a few sentences in your will or trust agreement.
Ways to Give Real Estate
You can give real estate to the Divinity School in the following ways:
- An outright gift
- A gift in your will or living trust
- A retained life estate
- A deferred charitable gift annuity
- A bargain sale
- A charitable remainder unitrust
- A charitable lead trust
- A memorial or endowed gift
- A donor advised fund
Resources
Next Steps
- Contact Rev. Daniel Corpening at 919-660-3534 or external@div.duke.edu for additional information or to chat more about the different options for including the Divinity School in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include the Divinity School in your plans, please use our legal name and federal tax ID.
Legal name: Duke University Divinity School
Address: Office of Gift Planning, Duke University, Box 90600, Durham, NC 27708
Federal tax ID number: 56-0532129
Contact Us
Our planned giving team would be happy to speak with you in confidence, with no obligation.