Planned giving can change the world.
Maximize your impact:

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.

Define your charitable mission.
Define your charitable mission.

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?

 


Identify your resources.
Identify your resources.

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.

 


Align your giving vehicles.
Align your giving vehicles.

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.

 


Structure your giving.
Structure your giving.

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.

 


Measure and review.
Measure and review.

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.

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