Schwab Charitable

thought leadership

Thought Leadership

Estate Planning and Your Philanthropic Goals

You can provide for the well-being of your family and continue your philanthropic intentions with a thoughtful estate plan that includes a donor-advised fund account. While your estate plan typically consists of legal documents, it can also serve as a communication tool that reflects your values and leaves a lasting legacy.

A donor-advised fund account makes it easy for you to allow a surviving spouse, child, close friend or other family member to make grant recommendations to charities you value. A donor-advised fund account also provides tax-advantaged ways to add to your account upon your death. Working closely with tax and estate planning professionals will help you create a plan that is right for you, complies with federal and state laws, and fully considers income, estate and gift-tax consequences.

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Schwab Charitable does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation. (0813-5646)

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