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.
Hear the latest policy developments and news from D.C., plus tax-smart giving strategies.
Tax-smart giving strategies
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.
Read tips to initiate meaningful charitable giving discussions with your clients.
Resources Row Two
Tax savings calculator
Use this tool with your clients to see if bunching contributions makes sense for them.
Explore this award-winning guide with your clients to help them develop a comprehensive giving strategy.
Family philanthropy series
Learn strategies to navigate family philanthropy and pass-down charitable values with this award-winning series.
Ready to connect?
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.
Help clients understand the tax benefits of bunching charitable contributions.
Explore considerations for clients thinking about opening or converting a private foundation.
See strategies to involve family members, pass down values, and leave a legacy.
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.