Tools to deepen client relationships
Advisor resources for tax-smart philanthropy
Charitable giving is a great topic to initiate during tax season, especially if clients are interested in mitigating their tax exposure. 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.
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Advisor webcast
Sign in to view the webcast replay about tax-efficient strategies for family philanthropy.
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Tax-smart giving tips
Explore eight ways to help clients increase giving power and reduce taxable income in 2022.
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Conversation starters
Read tips to initiate meaningful charitable giving discussions with your clients.
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A better way to give
Advisor Chris Wheaton explains how donors can drive down the cost of giving.
Resources Row Two
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Tax savings calculator
Use this tool with your clients to see if bunching contributions makes sense for them.
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Get the guides
Help clients develop a comprehensive strategy to maximize their charitable impact.
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3 common scenarios
Advisor Justyn Volesko describes when to consider a Schwab Charitable account.
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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.
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Bunching contributions
Help clients understand the tax benefits of bunching charitable contributions.
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Foundation evaluation
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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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.
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How-to videosSee how simple it is to give through Schwab Charitable.
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Year-end guidelinesRefer to critical dates to ensure contributions and grants are processed by year-end.