Resources to deepen client relationships
2021 giving season toolkit
Access everything you need below to support your clients through giving season, whether you have clients who want to explore tax-smart charitable giving strategies, are considering opening a donor-advised fund account, or already have a Schwab CharitableTM account.
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.
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Tax reform webcast
Watch a webcast to learn about proposed tax changes and tax-smart giving strategies.
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Giving Guides
Help clients develop a comprehensive strategy to maximize their charitable impact.
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A better way to give
Advisor Chris Wheaton explains how donors can drive down the cost of giving.
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Conversation starters
Read tips to initiate meaningful charitable giving discussions with your clients.
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.
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Year-end strategies
Help clients take advantage of favorable environment for tax-smart philanthropy.
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Foundation assessment
Explore considerations for clients thinking about opening or converting a private foundation.
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Family philanthropy
See strategies to involve family members, pass down values, and leave a legacy.
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Non-cash contributions
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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Year-end guidelinesRefer to critical dates to ensure contributions and grants are processed by year-end.
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How-to videosSee how simple it is to give through Schwab Charitable.
more resouces
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Forms and applicationsGet Schwab Charitable forms and applications.
- Login to Schwab Advisor Center to open a Schwab Charitable account or access other forms
- See additional instructions and commonly-accessed advisor forms
- Share donor versions of forms
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Other account detailsAccess other relevant information for managing Schwab Charitable accounts.