reply card new dav guardian society members gift planning ...nov 01, 2014  · november 1,...

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DETATCH HERE We invite you to call us at 1-800-216-9802, return this reply card or e-mail us at [email protected]. Please send me free literature about making a planned gift to DAV. Please send an illustration for a gift annuity that produces income for life. (Minimum gift to DAV: $10,000) My birth date (minimum age 60): / / Survivor's birth date (minimum age 60): / / Please contact me about a personal visit. The best time to call me is: I have provided for DAV in my will or other estate-planning document and would like to be enrolled into the DAV Guardian Society. Name(s) Address City, State, ZIP Phone E-mail Comments: Please fold and tape the open end before mailing. Gift Planning News & Tips Guardian Society Member Appreciation Non-Profit Organization U.S. Postage PAID Disabled American Veterans Disabled American Veterans P.O. Box 14301 Cincinnati, OH 45250-0301 Gift Planning News and Tips New Guardian Society Member Appreciation In This Issue: New Look, Same DAV Guardian Society • Your Footprints A Gift from a Friend Your Gift and Your Name • New Guardian Society Members For More Information: We look forward to talking to you about special gift opportunities that can leave a lasting legacy of your compassion for ill and injured veterans. Please call, write or return the attached postcard to learn more. Visit our web site: www.dav.giftplans.org to find many more estate planning articles and to calculate the benefits you would receive from a gift annuity. 1-800-216-9802 [email protected] www.dav.giftplans.org 409746 (7/15) Anonymous (15) Joseph Adamson Paul V. Ambrose Willis, Richard & Fredda Jean Armstrong Hattie J. Baker Stanley Beattie Margareta Becker John F. Bollinger In memory of John F. Bollinger, Jr. William E. Butler Anthony T. Caffarelli Barry Carlson Francis M. Castle Earl D. Cauthen, Jr. Joseph F. Colubriale In memory of Frank Colubriale David C. Coulson Maria Curreri Jerald Ditzen Cynthia M. Durant In memory of Wallace C. Durant, Jr. Donald E. Dyer, Jr. Thomas C. Gipson, Jr. Tim Glasder Bernie Goldberg James Gottlof Robert Rogers & Annette Harada Kenneth L. Harrell Gayle Harriman Patricia Harris In memory of Marin F. Steinhausen Andrea Helman In memory of Samuel J. Helman Raymond C. Hetchler In memory of Ryan P. Forsythe Stephen F. Hooper Alan T. Horwedel Charles W. Humes William P. Jacobson Margaret Jenkins Bobby G. Knapp Joseph F. Kopecky Joel D. Lapin Marvin Larsen Paul J. Lash Vince Leeson Pat Lisandrelli Frank P. Maltempi In memory of CPO Carlo Maltempi Grady Marsh, Jr. Jose R. Martinez Robert B. McDougall Larry R. McElroy In memory of O.R. & Thelma McElroy Homer V. Middaugh, Jr. Frederick C. Mills In memory of William F. Mills Katherine Nelson Paul F. O’Neil Leo O. Pabon Vincenza Pinto Nancy S. Reubart Baqar S. Rizvi Wavie L. Rodgers In honor of Sgt. Bobby Lisek Thomas F. Roush In memory of Anna J. Roush David C. Savoy William Short Gary Smith Ted O. Sorensen Howard L. Stanley In memory of Beverly Ann Stanley Kewal S. Takhar A. John Tarantino Ron & Ruth Tinney John Vasura David P. Wood New DAV Guardian Society Members November 1, 2014—June 1, 2015 Reply Card Many thanks to these individuals for naming DAV in their estate plans, or for creating a gift annuity with us. Members receive a lapel pin, an engraved certificate and a name listing in the society's newsletter, unless anonymity is preferred. D AV has stood by our nation’s ill and injured heroes—day in, and day out—for close to a century. Like every great organization that has endured the test of time, DAV understands that in order to continue to meet the increasing needs of the growing number of wounded heroes we serve, that it is crucial to adapt to our ever- changing world with ease. While our colors and logo may look a little different, rest assured that we are as committed to empowering disabled veterans who have served in every branch of service, and in all eras of war, as we were on the day that we started. As a DAV Guardian Society member, please know that you are among DAV’s most valued partners because of your exceptional support through your estate plans and/or our annuity program. Few Americans have done as much as you to help build a better future for our nation’s injured heroes. We can never thank you enough. Vol. 17, No. 3 New Look, Same DAV Guardian Society KEEPING THE PROMISE TO AMERICA'S VETERANS 5 FOLD FOLD inside flap back cover front cover reply card inside PERF

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Page 1: Reply Card New DAV Guardian Society Members Gift Planning ...Nov 01, 2014  · November 1, 2014—June 1, 2015 Reply Card Many thanks to these individuals for naming DAV in their estate

� DETATCH

HER

E

We invite you to call us at 1-800-216-9802, return this reply card or e-mail us at

[email protected].

� Please send me free literature about making a planned gift to DAV.

� Please send an illustration for a gift annuity that produces income for life. (Minimum gift to DAV: $10,000)My birth date (minimum age 60):

/ / Survivor's birth date (minimum age 60):

/ /

� Please contact me about a personal visit. The best time to call me is:

� I have provided for DAV in my will or other estate-planning document and would like to be enrolled into the DAV Guardian Society.

Name(s)

Address

City, State, ZIP

Phone

E-mail

Comments:

Please fold and tape the openend before mailing.

Gift Planning News & TipsGuardian Society Member Appreciation

Non-ProfitOrganization

U.S. PostagePAID

Disabled AmericanVeterans

Disabled American VeteransP.O. Box 14301Cincinnati, OH 45250-0301

Gift Planning News and TipsNew Guardian Society Member Appreciation

In This Issue:

• New Look, Same DAV Guardian Society• Your Footprints• A Gift from a Friend• Your Gift and Your Name• New Guardian Society Members

For More Information:We look forward to talking to you about special gift opportunities that can leave a lasting legacy of your compassion for ill and injured veterans. Please call, write or return the attached postcard to learn more.

Visit our web site: www.dav.giftplans.orgto find many more estate planning articles

and to calculate the benefits you would receive from a gift annuity.

1-800-216-9802 [email protected] www.dav.giftplans.org 409746 (7/15)

Anonymous (15)Joseph AdamsonPaul V. AmbroseWillis, Richard & Fredda Jean ArmstrongHattie J. BakerStanley BeattieMargareta BeckerJohn F. Bollinger

In memory of John F. Bollinger, Jr.

William E. ButlerAnthony T. CaffarelliBarry CarlsonFrancis M. CastleEarl D. Cauthen, Jr.Joseph F. Colubriale

In memory of Frank Colubriale

David C. CoulsonMaria CurreriJerald DitzenCynthia M. Durant

In memory of Wallace C. Durant, Jr.

Donald E. Dyer, Jr.Thomas C. Gipson, Jr.Tim GlasderBernie Goldberg

James GottlofRobert Rogers & Annette HaradaKenneth L. HarrellGayle HarrimanPatricia Harris

In memory of Marin F. Steinhausen

Andrea HelmanIn memory of Samuel J. Helman

Raymond C. HetchlerIn memory of Ryan P. Forsythe

Stephen F. HooperAlan T. HorwedelCharles W. HumesWilliam P. JacobsonMargaret JenkinsBobby G. KnappJoseph F. KopeckyJoel D. LapinMarvin LarsenPaul J. LashVince LeesonPat LisandrelliFrank P. Maltempi

In memory of CPO Carlo Maltempi

Grady Marsh, Jr.Jose R. Martinez

Robert B. McDougallLarry R. McElroy

In memory of O.R. & Thelma McElroy

Homer V. Middaugh, Jr. Frederick C. Mills

In memory of William F. Mills

Katherine NelsonPaul F. O’NeilLeo O. PabonVincenza PintoNancy S. ReubartBaqar S. RizviWavie L. Rodgers

In honor of Sgt. Bobby Lisek

Thomas F. RoushIn memory of Anna J. Roush

David C. SavoyWilliam ShortGary SmithTed O. SorensenHoward L. Stanley

In memory of Beverly Ann Stanley

Kewal S. TakharA. John TarantinoRon & Ruth TinneyJohn VasuraDavid P. Wood

New DAV Guardian Society MembersNovember 1, 2014—June 1, 2015

Reply Card

Many thanks to these individuals for naming DAV intheir estate plans, or for creating a gift annuity with us.

Members receive a lapel pin, an engraved certificate and a name listing in the society's newsletter, unless anonymity is preferred.

DAV has stood by our nation’s ill and injured heroes—day in, and day out—for close to a century. Like every great organization that has endured the test of time, DAV understands that in order to continue to meet the

increasing needs of the growing number of wounded heroes we serve, that it is crucial to adapt to our ever-changing world with ease. While our colors and logo may look a little different, rest assured that we are as committed to empowering disabled veterans who have served in every branch of service, and in all eras of war, as we were on the day that we started.

As a DAV Guardian Society member, please know that you are among DAV’s most valued partners because of your exceptional support through your estate plans and/or our annuity program. Few Americans have done as much as you to help build a better future for our nation’s injured heroes.

We can never thank you enough.

Vol. 17, No. 3

New Look, Same DAV Guardian Society

KEEPING THE PROMISE TO

AMERICA'SVETERANS

5

FOLD FOLDinside flap back cover front coverreply card inside PERF

Page 2: Reply Card New DAV Guardian Society Members Gift Planning ...Nov 01, 2014  · November 1, 2014—June 1, 2015 Reply Card Many thanks to these individuals for naming DAV in their estate

Questions or comments? Please contact us. DAV Gift Planning Department | Phone: 1-800-216-9802, ext. 1 | Email: [email protected] | Website: www.dav.giftplans.org

See ad and postcardon page 30 to request

more information.

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Anastasia Adensam is an avid DAV supporter and friend who holds DAV’s mission near and dear to her heart. Anastasia’s late brother was a disabled American veteran.

Anastasia has made it her life’s mission to positively impact as many disabled American veteran’s lives as she can. She’s chosen to fulfill this endeavor through generous annual gifts to DAV. She has also decided to leave a legacy that inspires others to stand alongside our nations ill and injured veterans by including DAV in her will.

“I feel blessed to support DAV’s mission in a big way through my estate plans and annual contributions,” Anastasia said. “Knowing the dire struggles that my late brother and our current members endure after returning home often weighs heavily on my heart and I want to do everything I can to help.”

"I feel blessed to support DAV's mission in a big way through my estate

plans and annual contributions."

Anastasia’s generosity through her bequest and annual gifts, combined with support from countless members and friends, helps DAV accomplish what we do every single day to improve the lives of those who have served. Anastasia receives immense satisfaction knowing that she is able to honor her brother’s memory by helping other service members receive the benefits they’ve earned and deserve. “My late brother and men and women of today are fighting for my freedom–and coming home injured because of it. Now, I want to fight for and support them through my charitable giving.”

Planned giving donors differ in their attitudes about recognition. Some people prefer anonymity. They want no announcements about their gift annuity or charitable trust or the endowment they established. They desire privacy. We respect these donors and honor their wishes.

Other donors want to be associated with their gifts. They embrace one or more of the following positive aspects of public disclosure.

Gift LeveragingIt is possible for one gift to encourage additional gifts. Consider, for example, the influence of Mr. and Mrs. Smith when they are publicly recognized for their commitment to include DAV in their wills. Mr. and Mrs. Jones, who know and respect the Smiths, hear the good news and decide to make similar bequests.

Value Statement Permitting disclosure of a planned gift is a way to communicate personal priorities. A gift affirms the

donor's partnership with DAV and lets others know that he or she believes in the values and mission of our organization. In short, planned giving is a way to get across to family, friends and others what the donor truly considers to be important.

Gift Closure Another reason to let your generosity be known is to give others the opportunity to express their gratitude– something that completes the giving cycle and provides closure. Some of us feel deprived when we're prevented from openly communicating our thankfulness.

Whether anonymity or announcement, we at DAV are careful to honor the desires of our donors. We know that making a planned gift is a personal matter and that convictions and tastes differ.

DAV's Gift Planning Specialist, Stephanie Vorhees, will help you discover the most appropriate gift plan for you, and whether to remain anonymous with your commitment or not. To contact Stephanie, use the detachable form, or call 1-800-216-9802, ext. 1.

The DAV Major Gifts and Gift Planning Team has been growing over the past year. We’d like to take a quick moment to update you on our new staff and changes within our department.

John Barfield, Director of Major Gifts and Gift Planning

Judie List Sweeney, Senior Philanthropic Advisor(For those of you who have worked with Judie List Sweeney in the past, we’re happy to tell you that she is still here. However, she has a new role as Senior Philanthropic Advisor. With Judie’s role change, Stephanie Vorhees is the new point of contact for your estate planning or CGA needs.)

Pete Strickland, Regional Philanthropic Advisor(based out of Washington, D.C.)

Stephanie Vorhees, Gift Planning Specialist

Epic Wayts, Development Assistant

Your Gift and Your Name

REMINDER:Here are a few housekeeping tips to ensure our records are up to date and CGA payments continue to be timely.

Please remember to notify us any time that:

� you move;

� you change your phone number; or

� there is a change in who your emergency contact should be, or if there's a change in their personal information (name, phone number, or address).

Remember that when you leave this earth, you can take with you nothing that you have received—only what you have given: a full heart enriched by honest service, love, sacrifice, and courage. —St. Francis of Assisi

Your Footprints Everyone leaves footprints on the sands of time. Our prints are made by the imprints of our lives on others. A person is remembered for the weight of his or her character. For marks of accomplishment. For shapes of kindness. For length of compassion. For width of personal warmth. For generosity. For values.

When we leave positive impressions behind, we enhance the lives of our friends and loved ones. We give them footprints to follow.

Thoughtful estate planning is one means we have to make a print in the sand, to help others recall our priorities. For example, consider the effect of a plan that includes provision for family members and resources for charitable organizations like DAV.

An estate gift makes a positive statement.When you include DAV in the final disposition of your estate, you declare to your family and friends that you believe in and care about the mission of DAV. Your parting gift becomes a clear declaration of your values.

An estate gift provides needed funding.Estate gifts are especially valuable, not only because they tend to be larger than annual gifts, but because they often come at critical times. They provide that extra boost to the budget that can make the difference between program advancement and program retrenchment.

Estate gifts can be designated for a specific purpose or they can be unrestricted for use where needed most. They can fund endowments that perpetually provide an ongoing witness to your friends and loved ones that you believe in the work of DAV.

Adam’s body took a beating while serving in Iraq. Among the nearly 1,000 Marines in his battalion, 22 were killed in action, 350 wounded, and countless others suffered unseen injuries that have since come to light.

Today, Adam lives with the impact of his injuries-impaired hearing, severe headaches, PTSD and a traumatic brain injury. As Adam and his family waited for help and for his benefits from the government he served so faithfully, he found himself fighting an altogether different battle—a lengthy one that put him at risk of losing his family’s home. When he turned to DAV, he was provided with hope and results. Thanks to the assistance of DAV, Adam’s family was able to stay in their home and make it through this challenging chapter in their life.

“So many families are going through what we’re going through,” said Adam’s wife. “It’s important that families like ours know they do not have to do this alone–that there are genuine caring people like those at DAV who are willing to help, support and guide you.”

Thank you for making that possible—free of charge for America’s heroes—as a member of the DAV Guardian Society.

J. Marc BurgessDAV National Adjutant/CEO

Our Team is GrowingUpdates from the office of Major Gifts and Gift Planning

Marine veteran Adam Mayberry, who served in Iraq, with his wife Megan and son J.J. at their home in Nashville, Tennessee.

Your support does make a difference.

Anastasia Adensam with Director of Major Gifts and Gift Planning, John Barfield (left), and Regional Philanthropic Advisor, Pete Strickland (right)

A Gift from a FriendA disabled veteran's sister gives back in a big way

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