Planned Giving

tyler Planned giving is a great way to set up gifts that provide future support for Duke HomeCare & Hospice while also offering significant benefits to you. As you can see below, we offer a range of planned giving opportunities that enable you to provide support you may have never imagined.

For more information, contact Dale Horton.

The Heritage Society

The Duke Heritage Society honors alumni and friends who have included Duke in their estate plans or have made another type of planned gift to Duke.  A planned gift is a way to support Duke HomeCare & Hospice through financial or estate planning, including bequests, gifts of real estate, and life income gifts.


  • Assistance from planned giving professionalsheritage logo
  • Duke Heritage Society lapel pin and framed certificate
  • Quarterly Duke Blueprints e-newsletter
  • Invitation to special events throughout the year


There isn’t one! If you have graciously included Duke HomeCare & Hospice in your estate plans, you are invited to join the Duke Heritage Society.


Anyone! Individuals, couples, family members, faculty, or community supporters can all make a planned gift to Duke HomeCare & Hospice. 

For more information, contact Dale Horton.

Learn more about different ways to include Duke HomeCare & Hospice in your estate plans:

Life Income Gift

For you or your loved ones, these gifts can provide income for the duration of your lives or for a specific number of years. You receive a current income tax deduction as well. Payments can be fixed, variable or deferred, depending on your needs and preferences.

We offer four basic types of life income gifts:

  • Charitable Gift Annuity—Provides a fixed income for life in exchange for a gift of cash or stock of $10,000 or more.
  • Charitable Remainder Unitrust—Offers a trust that pays you and/or other recipients an income for life or designated years for a gift of $100,000 or more, and ultimately benefits your designated purpose at Duke.
  • Charitable Remainder Annuity Trust—Provides a fixed income like a charitable gift annuity but the tax treatment of the payout may be preferable for gifts of highly appreciated assets of $100,000 or more.
  • Pooled Income Fund—Combines gifts from many donors into a common investment pool with income distributed on a proportional basis for gifts of $5,000 up to $10,000.
Charitable Lead Trust

This giving option can be used to transfer assets to children or other loves ones at a significantly reduced tax liability. The trust makes a fixed payment to Duke HomeCare & Hospice for a specified term, measured by someone's life or a number of years. After the trust term ends, the remaining assets are passed on to loved ones.

Applicable estate or gift taxes on the value of that transfer are reduced or eliminated. The tax savings from a charitable lead trust may allow you to provide significant support to Duke HomeCare & Hospice at little or no cost to heirs in terms of ultimate inheritance.

Bequests and Other Testamentary Gifts

Bequests, which are simple to establish, allow you financial flexibility to adjust your plans depending on your needs. Like other gifts, bequests can be given without restriction or designated for specific purposes or special areas of interest. Your bequest has the power to leave a lasting impact for the families we serve.  

Retained Life Estate in Property

You can generate a current income tax deduction by giving a home or farm to Duke HomeCare & Hospice, while retaining the right to use the property during your lifetime. The property will also be removed from your taxable estate upon your passing, saving taxes for your beneficiaries.


Planned gifts can be a powerful way to shape your future, but the technical complexities require careful consideration. Contact our team and we’ll work with you and your financial advisor to create the appropriate plan.

For more information, contact Dale Horton.


We appreciate gifts of every size and ensure that your generous donation is used to provide comfort for our patients and their families. You can choose a dollar amount to give now or continue exploring more ways that you can support Duke HomeCare & Hospice.