Maximize your impact with the Giving Guide

The Schwab Charitable Giving Guide is a comprehensive, interactive tool designed to help you and your family create and manage a thoughtful giving plan, no matter where you are in your philanthropic journey.

The Schwab Charitable Giving Guide is a comprehensive, interactive tool designed to help you and your family create and manage a thoughtful giving plan, no matter where you are in your philanthropic journey.

Giving Guide Icon
Giving Guide Icon

Organized into five sections and 13 chapters, you may delve into topics most meaningful to you and answer guiding questions that will help inform your giving strategy. The Giving Guide includes information, resources, and activities to help you:

  • Define your charitable mission
  • Create a giving budget
  • Involve your family
  • Choose giving vehicles
  • Find charities that support your areas of interest

By engaging in activities throughout the Giving Guide, you will generate a structured plan that may be reviewed with your family and advisors. Revisit the guide as frequently as you wish to reflect upon your plan or update your giving goals.
 

 
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