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What is a Donor-Advised Fund?
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Overview
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Overview
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Overview
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Create Your Succession Plan
Determining what to give to charity at year-end
A checklist to help you increase impact and reduce taxes.
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For Donors
Build Your Giving Plan
Overview
Overview
Identify Your Giving Goals
Establish Your Giving Structure
Create a Giving Plan
Implement and Refine Your Plan
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Giving with Impact Podcast
Giving with Impact Podcast
20 Stories of Impact
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Costs and Benefits Study
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CHARITABLE INSIGHTS
Featured Articles
Featured Articles
Determining What to Give at Year-End
Donating Non-Cash Assets
Bunching Charitable Contributions
Giving with an IRA
Involve Family in Giving
Stages of Disaster Giving
TOOLS AND RESOURCES
Giving Guide
Giving Guide
Family Philanthropy
Bunching Calculator
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WHY SCHWAB CHARITABLE
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Help your clients increase their giving power
ADVISOR RESOURCES
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CONTACT US
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CLIENT EDUCATION RESOURCES
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12 Tax-Smart Giving Strategies
Benefits of Donating Non-Cash Assets
Bunching Charitable Contributions
Qualified Charitable Distributions (QCDs) – What You Need to Know
Exploring Charities
Succession and Legacy Planning
The Giving Guide
ACCOUNT MANAGEMENT
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Donor-Advised Fund Fact Sheet
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Set a three-year charitable giving budget
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