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Advisor resource center

Tools to deepen client relationships

Advisor resources for tax-smart philanthropy

Charitable planning is an important topic to discuss with your clients, especially if they’re facing extraordinary taxable events this year. To help in that regard, Schwab Charitable™ developed this collection of tools and resources. Explore the content below to take your conversations deeper and support your clients’ philanthropy.

Resources for you

We want to make it easy for you to talk to your clients about charitable giving and get to know them on a more personal level. Here are some resources to help you guide those conversations, provide additional value to your clients, and ultimately extend your relationships.

  • Advisor webcast

    Hear the latest policy developments and news from D.C., plus tax-smart giving strategies.

  • Tax-smart giving strategies

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    Help your clients determine what to give to charity to maximize charitable impact and reduce taxes.

  • Insight from an advisor

    Listen to this advisor describe why charitable planning is an integral part of his firm’s service offering.

  • Conversation starters

    Female advisor meeting with couple

    Read tips to initiate meaningful charitable giving discussions with your clients.

Resources Row Two

  • Tax savings calculator

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    Use this tool with your clients to see if bunching contributions makes sense for them.

  • Giving Guide

    Silhouettes of children playing on stepping stones at sunset

    Explore this award-winning guide with your clients to help them develop a comprehensive giving strategy.

  • Family philanthropy series

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    Learn strategies to navigate family philanthropy and pass-down charitable values with this award-winning series.

  • Ready to connect?

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    We’re here to answer your questions, provide helpful insights and information, and support you.

Strategies and supporting materials to share with clients

Schwab Charitable is committed to providing materials like these to help educate donors and make charitable giving more tax-smart, simple, and efficient. You're welcome to share these items with your clients and prospects.

  • Bunching contributions

    Young girl building a model of a molecule for science class

    Help clients understand the tax benefits of bunching charitable contributions.

  • Foundation evaluation

    Illustration of pickup truck carrying gift

    Explore considerations for clients thinking about opening or converting a private foundation.

  • Family philanthropy

    Family enjoying a potluck dinner together

    See strategies to involve family members, pass down values, and leave a legacy.

  • Non-cash contributions

    Close up of stock certificate

    Show clients how to maximize charitable impact by donating appreciated non-cash assets.

Resources to manage Schwab Charitable accounts

Here are some commonly accessed tools and resources for clients with an existing Schwab Charitable account or those who are considering opening one.

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