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.
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Advisor webcast
Watch a webcast on philanthropic planning to learn how to optimize your offering and drive growth.
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2023 giving strategies
Explore 12 ways to help clients increase their giving power and reduce taxable income in 2023.
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Stories of impact
See how this advisor helped her client achieve her charitable goals with Schwab Charitable.
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Conversation starters
Read tips to initiate meaningful charitable giving discussions with your clients.
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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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Giving Guide
Help clients develop a comprehensive strategy to maximize their charitable impact.
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Family philanthropy series
Learn strategies to involve your clients' family members in meaningful ways.
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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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Ready to connect with us?Specialists from Schwab Charitable are available to answer your questions, provide information, and support you in any way we can.
- Submit this form to ask a question or request an advisor information kit (including an educational guide you can share with your clients and the forms you need to open an account)
- For immediate assistance, call 800-746-6216 or email ask@schwabcharitable.org