Introducing the Schwab Charitable Giving Guide. A powerful tool designed to help you, your family, and your financial advisor make a thoughtful and strategic plan that allows you to maximize your charitable impact.
First, be sure to download the guide and save a copy to your device.
Then, look forward to creating your own customized giving strategy.
You can focus on the sections that are most meaningful to you, like identifying your charitable goals, establishing a giving structure, creating a giving plan, implementing your plan, and exploring your giving even further.
Or, you can skip straight to eight decision-point activities to generate a completely customized Giving Planner. You’ll begin to choose the values and causes that are important to you, craft focus statements, engage your family members, determine your charitable giving budget, and more.
As you complete each activity, your answers and progress will be consolidated in your personalized Giving Planner. When you’re done, you can print your plan for reference and save a copy to revisit whenever you wish.
Whether you complete every section or just a few, you’ll be seeing the bigger picture more clearly, turning aspirations into action, and making a plan that makes a bigger difference.
To get started, download your giving guide at schwabcharitable.org.