Charitable giving and your financial strategy

Whether you've been philanthropic for decades or you're ready to begin donating to your favorite charity now, there's likely a giving solution that fits your goals.

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Giving back looks different for everyone. At Edward Jones, we're here to help you find the appropriate charitable path for your financial strategy – no matter where you are in life. Whether you've been philanthropic for decades, or you're ready to start donating to a meaningful cause, there's likely a giving solution that fits your goals.

Like any financial strategy, charitable giving has several benefits (taxes) and tradeoffs (control) to consider.

How we can help

Your financial advisor can help you think through charitable giving goals, potential tax implications, and tradeoffs to create a strategy for your unique needs. Learn more and find answers to your questions about charitable giving here.

A charitable giving tax primer

Gaining a basic understanding of how charitable giving may affect your taxes can help you get the most from your giving strategy.

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Structuring your strategy to meet your goals

Being strategic in choosing which assets to give and how to structure your giving goals can be beneficial for both you and the charity.

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Strategies to fit your unique needs

If you desire control and flexibility – or if you have unique needs – you might benefit from exploring advanced charitable giving channels and strategies.

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More resources

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Charitable giving: Answering your questions

Are you wondering how to make the most of your charitable giving? By strategically planning your gifts, you can help your charity and yourself. Here are answers to some commonly asked questions.

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Edward Jones Charitable Gift Fund

Learn how our donor-advised fund can help you support the causes you care about.

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3 estate-planning strategies

Learn three estate-planning strategies to help you identify your legacy goals and ensure your assets are distributed the way you want.

View 3 estate planning strategies

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.