Stock Giving

Stocks or securities 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 stocks or securities offers you the chance to support our work while realizing important benefits for yourself.

If you are considering a gift of securities or have any questions, please email giftplanning@dav.org or call (800) 216-9802 then press 1. We are happy to provide you with stock transfer instructions including our financial institution’s DTC number and DAV’s stock account number.

Please note that many stock transfers are processed through financial institutions without any donor contact information, making it difficult to properly acknowledge your gift. Before initiating your transfer, it would be great if you could email us at giftplanning@dav.org to provide the information below:

• what stock you will be sending
• the number of shares or its approximate value
• your name and address

We will then inform our financial institution of what stock to expect, and can later match the gift to you for acknowledgment purposes.

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:

• A gift in your will or living trust.
• A donor advised fund.
• A memorial gift.
• An endowed gift.
• A charitable gift annuity.
• A charitable remainder trust.
• A charitable lead trust.

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