Commercial Annuities

A Smart Way to Leave a Gift to Disabled American Veterans

Like retirement plan assets, commercial annuities provide for tax-deferred growth while the owner is living. Because distributions from commercial annuities are subject to income taxes, they are often considered among the best assets to leave to charity. Due to our tax-exempt status, DAV (Disabled American Veterans) can receive your commercial annuity completely tax-free. The best way to give a commercial annuity in support of our work after your lifetime is to name us as beneficiary.

Making this gift is as simple as updating your beneficiary form with your bank or insurance company. You can designate us as the primary beneficiary for a percentage or specific amount. You can also make us the contingent beneficiary so that we will receive the balance of your policy only if your primary beneficiary does not survive you.

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 commercial annuities.
  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

Personal Estate Planning Kit

Our Top Free Resource

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

Download My Kit