Whether you call it gift planning, estate planning, legacy planning or any other term, please know that DAV has resources available to help you create a plan that protects your family and loved ones, lessens your tax burdens, and builds an impactful legacy that will help ensure the future of your family and our nation’s veterans.

LEGACY PLANNING KIT

The Lesson Book shows you the steps to get started creating a plan to protect you and your family. The Record Book helps you keep all your important information in one place.

STOCK GIVING

By donating appreciated assets that you’ve held for more than a year, you can save on capital gains taxes and get a charitable deduction for the full value of your gift.

FREEWILL.COM/DAV

You can use this no-cost online platform to create a legally binding last will and testament specific to the requirements of the state you live in.

BENEFICIARY DESIGNATIONS

Each institution has a specific process for naming beneficiaries (primary and secondary). You could also consider  naming DAV as a beneficiary as a potential tax savings.

QUALIFIED CHARITABLE DISTRIBUTION-IRA

By making this type of donation directly to DAV, at age 70 1/2 or older, you remain in a tax bracket you’re comfortable with and avoid adding any ordinary income.

CHARITABLE GIFT ANNUITY

A gift that pays you for a lifetime! This type of donation ($10,000 or more) over age 60 can provide you with regular payments for life and allow DAV to further our mission.

 

Contact a gift planning expert at 800-216-9802, press 1, or email [email protected].