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 CharitableTM 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.
Watch a webcast on philanthropic planning to learn how to optimize your offering and drive growth.
2023 giving strategies
Explore 12 ways to help clients increase their giving power and reduce taxable income in 2023.
Stories of impact
See how this advisor helped her client achieve her charitable goals with Schwab Charitable.
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.
Help clients develop a comprehensive strategy to maximize their charitable impact.
Family philanthropy series
Learn strategies to involve your clients' family members in meaningful ways.
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.