Planned giving can change the world
Charitable giving can connect our families, build our communities, and change our world. But to have the most impact, it’s important to give wisely. Here are some ways you can maximize your planned giving—and make more of a difference.
Five principles to boost your impact.
1. Define your charitable mission.
Take time to think about what you want to achieve with your planned giving. What do you want to accomplish by supporting your favorite charities?
2. Identify your resources.
Determine what you would like to give in terms of financial assets, time, and skills. Donors often find that their most fulfilling relationships with charities involve more than giving their financial assets.
3. Align your giving vehicles.
Consider how your Schwab Charitable™ donor-advised fund account can work with other giving vehicles. Your account can enhance your overall charitable giving strategy, whether used alone or in conjunction with a private foundation, charitable gift annuity, or trust.
4. Structure your giving.
Create a plan that fits your financial situation and maximizes your philanthropy. Planned giving can help keep vital funds flowing to charitable organizations, especially in times of economic uncertainty.
5. Measure and review.
Evaluate the charities you support and adjust your giving to reflect your mission. Individuals frequently have an "above-average bias" when it comes to giving; they often tend to overestimate their performance relative to their peers.
How others are working with us.
We can all make a difference when we work together. Here are stories of how others are working with Schwab Charitable to help change the world.
Four Generations of Giving
See how Elizabeth has passed down the tradition of philanthropy from one generation to the next.
Stretching Charitable Dollars
See how Chris, a financial advisor, helps his clients give more by donating appreciated securities.
How Philanthropic Collaborations Succeed
Funders need to push past politeness and hammer out expectations for how their collective action will create value—for beneficiaries, grantees, and themselves—beyond what they could do alone.
Crackdown on Environmental Action: How Funders Can Respond
As environmental groups achieve greater conservation success and public attention, they must also reckon with a new reality of restrictions on their work that are rapidly increasing in scope and scale.
What Nonprofit Leaders Wish More People Knew
Nearly 3,400 nonprofit leaders, representing all 50 states, shared survey responses detailing their organizations’ financial health and what they wish funders, partners, and society at large better understood.
To Impact Millions, the Social Sector Needs to Scale Scaling Up
Without bringing more rigor and resources to scaling impact efforts, the do-good industry will never make the exponential leaps needed to bring social innovations to millions of people.