|
Frequently Asked Questions
- Can I create income with my gift?
Yes! has many plans for gifts that pay you income. You can also provide income for a child, a grandchild, a parent, or a friend. That income can increase cash flow now and/or during retirement, pay for a college education, provide income for aging parents, or perhaps assist a loved one with special needs. You can also provide income to by using a charitable lead trust.
- What asset should I use to make my gift?
While cash or a check is a simple way to make a gift, you might want to consider the following:
| GIFT TYPE | POSSIBLE BENEFITS |
| Cash | Current income-tax deduction Generate income |
| Appreciated securities, such as stocks, bonds, or mutual funds | Elimination or reduction of capital-gain tax
Current income-tax deduction
Generate income |
| Donate an interest in closely held or family business stock | Reduce the cost of passing the business to heirs
Income- and estate-tax savings
Generate income |
| Make the owner and beneficiary of life insurance or annuities | Income- and estate-tax savings |
- How will recognize my gift?
Anyone making a planned gift to the DAV (ex. a bequest in a will or living trust; a charitable gift annuity; a charitable remainder trust; or a future beneficiary designation in your retirement plan or life insurance policy, is honored through the DAV Guardian Society. Of course, we will also honor any requests for gifts to be anonymous.
Members receive a beautiful certificate of membership, a lapel pin, and a special recognition in the Guardian Society newsletter. Their names are also permanently recorded at DAV National Headquarters in Cincinnati, Ohio.
Use our Gift-Planning Calculator for a personalized illustration of benefits!
|