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Life Stage Gift Planner™
Under Age 60
For the charitably inclined, certain types of gifts can provide solutions to taxing problems:
If you would like to make a substantial gift to charity but you do not have the current disposable income or assets to do so now, consider a charitable bequest.
Cash, checks, and credit cards
A gift of cash is easy to make, and the gift is not subject to gift or estate taxation. A contribution that you postmark in December is deductible for that tax year—even if Disabled American Veterans receives it in January—provided the account against which the check was written had sufficient funds to cover it in December.
Deferred-payment charitable gift annuity
If you are making the maximum annual contribution to your retirement account but are unsure whether there will be enough income when you retire, consider establishing a deferred-payment charitable gift annuity with Disabled American Veterans.
Charitable remainder unitrust
Provides for annual payments to the designated beneficiary(ies) of a specified percentage—at least 5% of the value of the trust as it is valued each year. Because the value may vary year to year, the payments may also vary.