Guide To Planning Giving
Action Items
We hope our website has answered many of your questions about giving stock to your favorite nonprofit. Here are some actions to take to learn more about this way to support our mission.
- Learn more about the tax benefits of donating appreciated property.
- Contact Alda Helvey at (515) 440-2548 or laliowa@assoc-serv.com with any questions you have.
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.










