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 DAV (Disabled American Veterans). 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 DAV, 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.

Additional ways to fund your gift:

*State laws govern transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.

FreeWill

DAV has partnered with FreeWill to provide our friends and supporters with the opportunity to write a legal will at absolutely no cost. Begin your free will at freewill.com/DAV, ensuring your legacy will help serve more than a million disabled veterans each year!

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Next Steps

  1. Contact a gift planning expert at (800) 216-9802 then press 1 or giftplanning@dav.org for additional information on appreciated securities.
  2. Seek the advice of your financial or legal advisor.
  3. If you include DAV in your plans, please use our legal name and federal tax ID.

Legal name: Disabled American Veterans
Address: P.O. Box 14301, Cincinnati, Ohio 45250
Federal tax ID number: 31-0263158

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Personal Estate Planning Kit

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This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

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