Couple meeting with advisor
For advisors:

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.

  • Tax reform webcast

    Person filling out tax form

    Watch a webcast to learn about proposed tax changes and tax-smart giving strategies.

  • Giving Guides

    3 generations of women studying the Giving Guide

    Help clients develop a comprehensive strategy to maximize their charitable impact.

  • A better way to give

    Tax Deductions When Needed Most

    Advisor Chris Wheaton explains how donors can drive down the cost of giving.

  • Conversation starters

    Female advisor meeting with couple

    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.

  • Year-end strategies

    Blue gift box with Schwab Charitable name tag

    Help clients take advantage of favorable environment for tax-smart philanthropy.

  • Foundation assessment

    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.