Guide To Planning Giving
Planned Giving
Where Do I Begin?
Giving Options
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- Next Steps
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Plan a Gift That Will Change Lives
Is This Gift Right for You?
Profile of a Giver
If you answer yes to each of the following questions, a charitable gift of stock probably meets your needs. If not, we can help you find an option that's a better fit.
Quick Tip
To realize full tax benefits, make sure the appreciated securities you donate have been owned by you for more than one year.
We Can Help
Contact Alda Helvey at (515) 440-2548 or laliowa@assoc-serv.com with any questions you have about making a gift of stock or other securities to your favorite nonprofit. We're happy to help, without obligation.
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Is This Gift Right for You?
Profile of a Giver
If you answer yes to each of the following questions, a charitable gift of stock probably meets your needs. If not, we can help you find an option that's a better fit.
- Do you have securities that you've owned for more than one year and are worth more than you originally paid for them?
- Do you want to avoid paying taxes on their appreciation?
- Can you afford to give up ownership of these securities?
- Would you like to support our mission today?
To realize full tax benefits, make sure the appreciated securities you donate have been owned by you for more than one year.
We Can Help
Contact Alda Helvey at (515) 440-2548 or laliowa@assoc-serv.com with any questions you have about making a gift of stock or other securities to your favorite nonprofit. We're happy to help, without obligation.
Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
