Policy, politics, and charitable giving webcast
Schwab Charitable is committed to providing materials like these to help make charitable giving more tax-smart, simple and efficient.
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On-demand webcast
View the on-demand webcast or share the link with your colleagues - the replay is eligible for 1 CE credit.
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Additional charitable resources
Our giving season toolkit for advisors includes resources for you and tax-smart giving strategies to share with clients.
Complete the form below to download the Giving Guides
The Schwab Charitable™ Giving Guide is an award-winning tool that allows you to help your clients create a custom giving plan that can be incorporated into their overall wealth management strategy. There is also an Advisors' Guide to the Schwab Charitable Giving Guide, which provides helpful tips to consider when discussing charitable giving with clients.
Advisor Giving Guide Form
Please submit this form to authorize us to contact you using the information provided above and to receive marketing communications from Schwab Charitable.
Ready to connect with us?
We are here to answer your questions and help you increase the impact of your clients' giving through strategic philanthropic guidance.