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4 To Dos before Giving to Charity

November 21, 2016

Tips to help you give smarter

Odds are you'll come across many opportunities to give to worthy causes this holiday season.    But before you write a check to a charity in the coming weeks, use these four tips to help you give smarter.

  1. Find the right cause for you
  2. Do your research
  3. Keep records
  4. Explore other ways to give back

Other resources to explore

For more information, set up a face-to-face meeting with the Edward Jones financial advisor in your community.

Important information:

This information is for educational and illustrative purposes only and should not be interpreted as specific investment advice. Investors should make investment decisions based on their unique investment objectives, risk tolerance and financial situation.

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.

More resources:

What to Know About Gifting Stocks

If you decide to give stocks to family members or a charitable organization, be aware of the tax considerations.

Avoid the Excess: Get Back to Basics This Holiday Season

Enjoy this magical time of year by spending more time with, not money on, your family and friends.

Are You Looking for a Better Way to Do Good?

Are you feeling charitable this holiday season? If so, check out these ideas for giving back.

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