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Combining a donor-advised fund with a private foundation

Managing Director - Charitable Planning, Stephanie Diamond, discusses how combining private foundations and donor-advised funds can help fulfill broader charitable objectives.

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Join Kim Laughton, President of Schwab Charitable, and Hayden Adams, Director of Tax and Financial Planning for Charles Schwab & Co., as they discuss the Tax Cut and Jobs Act and its potential effect on charitable giving.

  • Understand the most relevant changes in the tax law in relation to charitable giving
  • Learn strategies to help you maximize the tax benefits of charitable giving
  • Explore ways to leverage donor-advised funds and other giving vehicles as part of your charitable giving strategy

For additional details read our Q&A.

How charitable giving in 2017 may help you prepare for tax reform.

President Kim Laughton discusses how to maximize the value of your charitable tax deduction.

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Why charitable giving should be part of financial planning.

Vice President Fred Kaynor shares tax-smart, flexible giving strategies to increase the impact of your philanthropy.

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Know year-end deadlines to help achieve your charitable goals.

Managing Director Chris Yaros discusses key deadlines to help achieve your goals this giving season.

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Make giving history in 2017.

President Kim Laughton discusses why 2017 could be a particularly historic year to give.

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Three important considerations when donating non‑cash assets to charity.

Director Denise Schuh discusses the benefits of contributing non-cash assets.

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Define your philanthropic mission in three simple ways.

Vice President Fred Kaynor discusses how to develop a philanthropic mission as a family.

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Three simple ways to increase the impact of your charitable giving.

President Kim Laughton shares her insights into philanthropy.

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