Giving strategies to meet your 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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For more information on the tax implications of charitable giving, reach out to your Edward Jones financial advisor for the full report, "Charitable giving: strategies to fit your unique needs."

No matter your charitable giving goals, thoughtfully planning which assets you give can help tailor your strategy to fit your unique wishes and circumstances. An Edward Jones financial advisor can help you navigate these options with the help of your tax and legal professionals. To read more about the benefits and tradeoffs of charitable giving, read our report on charitable giving and tax implications.

Charitable giving – 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.

Zach Gildehaus, Client Needs Research

Zach Gildehaus joined Edward Jones in 2013. He is currently a senior analyst on the Client Needs Research (CNR) team where he focuses his research efforts on charitable giving and financial strategies for business owners.

Prior to CNR, he was a senior analyst in Investment Manager Research (IMR) where he spent more than six years. During his time in IMR, he covered both active and passive investment strategies across many asset classes

Important information:

This content should not be depended upon for other than broadly informational purposes. 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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