Guide To Planning Giving

There are many ways to support your favorite religious and health care organizations, schools, and nonprofit agencies. By planning your support, you can help nonprofits today using assets such as cash or stock, or you can benefit your favorite nonprofit after your lifetime through a gift in your will or living trust. Your forethought will help ensure the continued existence of the organizations you've always supported. Use the tools and resources below to get your giving plan started.

Start Your Plan Here!

• I'm under age 40.
• I'm age 40–54.
• I'm age 55–69.
• I'm 70 or older.

Top Gift Ideas

• Include a gift in your will.
• Arrange a gift that pays you back.
• Make a simple beneficiary designation.

What's New This Month?

Read the estate and gift planning
topics we're featuring for you.

Have a question? Contact us .

Alda Helvey
State Program Director
515-440-2548
laliowa@assoc-serv.com