Tips for more meaningful giving

Watch this video to discover how to create a smart plan for your charitable donations.

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Few things feel better than helping others. Your charitable donations can make a big difference for those in need. Your family’s giving may be especially on your mind during the holiday season, but to make the most of your efforts, it’s important to create a plan that matches your values and financial goals all year long. Start by asking why you want to give. What issues are you most passionate about? What types of causes resonate with you? It can be rewarding to give to charities that reflect your family’s ideals. You can compare their track records using online resources such as Giving Compass, Charity Navigator, and CharityWatch. You can also consult with your Wells Fargo Advisors financial advisor or let us assist you in finding an advisor who can help you set up giving options. And keep in mind that charitable gifts can be more than just cash. Donating real estate or appreciated investments like stocks, bonds, or mutual funds, can provide tax benefits. So can charitable donations from tax-deferred retirement accounts. There are many ways to make a difference in this world — including making donations yourself and instilling the sense of giving in your children. Click the button above to learn more about making your giving more focused and fulfilling.

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