Charitable Giving

Before you make a charitable gift, it's important to do your homework. Can you afford to make such a gift? How will that gift impact you – and the recipient? You certainly don't want your gift to leave a loved one with a substantial tax bill or make a grandchild ineligible for college financial aid.

As an Edward Jones financial advisor, I can help you explore different donation scenarios. I can also explain how those scenarios may affect your investment strategy. For example:

  • Cash donations to charity
  • Non-cash donations to charity
  • Valuation of a charitable gift
  • Deductible amount of a charitable donation

Various forms of charitable gifts will impact you, as the donor, differently. A cash donation and the resulting dip in savings are straightforward. But other types of charitable giving may offer you benefits.

Whether you are thinking about making a charitable gift or donation to a grandchild, adult child or your church, alma mater or other organization, I can help you explore your many options. Please call my office to get started.

Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.

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