Skip to content
Schwab Charitable logo
  • Contact Us
  • Log In
  • Open an Account
  • What is a Donor-Advised Fund?
  • Features
        • Features
          • Overview
          • Account Overview and Tutorials
          • How much does it cost?
          • Contribute
          • Invest
          • Grant
        • Tools and Resources
          • Overview
          • Program Policies
          • Year-End Giving Guidelines
          • Forms
          • FAQs
          • Charitable Tax Savings Calculator
        • Contribution Options
          • Overview
          • Overview
          • Donating Non-Cash Assets
          • Publicly Traded Securities
          • IPO Stock
          • Restricted Stock
          • Privately Held Business Interests
          • Real Estate
          • Private Equity Fund Interests
          • Fine Art and Collectibles
          • Equity Compensation Awards
          • Cryptocurrency
          • Charitable Donation Calculator
          • Infographic: Non-Cash Assets
        • Investment Options
          • Overview
          • Overview
          • Asset Allocation Calculator
          • Quarterly Performance Report
          • Socially Responsible Investments
        • Granting Options
          • Overview
          • Overview
          • Explore Charities
          • Disaster Relief
          • Giving Internationally
          • Granting Guidelines
          • Create Your Succession Plan

      • 12 Tax-Smart Charitable Giving Tips for 2023

        How to increase donor impact and reduce taxable income.
        Learn more >
  • 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
          • Explore Additional Strategies
        • Giving Perspectives
          • Giving with Impact Podcast
          • Giving with Impact Podcast
          • 20 Stories of Impact
          • Donor Stories
          • Expert Commentary Videos
          • Costs and Benefits Study
          • Compare Private Foundations
        • CHARITABLE INSIGHTS
          • Featured Articles
          • Featured Articles
          • 12 Tax-Smart Giving Strategies
          • 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
          • Donation Calculator
          • Asset Allocation Calculator
          • Donor Tutorial Videos
  • For Advisors
        • WHY SCHWAB CHARITABLE
          • Overview
          • Help your clients increase their giving power
        • ADVISOR RESOURCES
          • Overview
          • Tools to deepen client relationships
        • CONTACT US
          • Overview
          • Ask a Question or Request Kits
        • CLIENT EDUCATION RESOURCES
          • Overview
          • 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
          • Overview
          • Year-End Contribution Guidelines
          • Forms and Applications
          • Tutorial Videos
          • Donor-Advised Fund Fact Sheet
          • Account and Investment Options
          • Fees and Minimums
          • Program Policies
          • Granting Guidelines
          • Advisor Stories
  • For Charities
Open an Account Log In Contact Us
Schwab Charitable logo

Determine tax-deductibility

Download individual guides that focus on specific topics.

LinkedIn
  • Schwab Charitable
    • About Schwab Charitable
    • Press Releases
    • History
    • Leadership
    • Board of Directors
    • Financials
  • What is a Donor-Advised Fund?
  • Features
    • Overview
    • Fees and Minimums
    • Contribution Options
    • Investment Options
    • Granting Options
    • Quarterly Performance Report
    • Create Your Succession Plan
    • Year-End Giving Guidelines
    • Program Policies
    • Forms
    • FAQs
  • For Donors
    • Build Your Giving Plan
    • Featured Articles
    • Donor Tutorials
    • Disaster Relief
    • Donating Non-Cash Assets
    • Bunching Charitable Contributions
  • Perspectives
    • Giving with Impact Podcasts
    • 20 Stories of Impact
    • Donor Stories
    • Advisor Stories
    • Expert Commentary Videos
    • Costs & Benefits Study
    • Compare With Private Foundations
  • For Advisors
    • Why Schwab Charitable
    • Advisor Resources
    • Account and Investment Options
    • Advisor Tutorials
    • Request More Advisor Information
  • Tools & Resources
    • Giving Guide
    • Family Philanthropy
    • Exploring Charities
    • Granting Guidelines
    • Donation Calculator
    • Asset Allocation Calculator
    • Bunching Calculator
  • For Charities
  • For Media
  • Contact Us
  • Log In
  • Open an Account
  • Follow us on LinkedIn
Schwab Charitable logo
  • Privacy
  • Terms and Conditions
  • Sitemap