Charitable Giving Insights

Making Qualified Charitable Distributions (QCDs) and Naming Charitable Beneficiaries

Two Tax-Smart Tips for Using a Traditional IRA to Maximize Your Charitable Impact

Making Qualified Charitable Distributions (QCDs) and Naming Charitable Beneficiaries

Two Tax-Smart Tips for Using a Traditional IRA to Maximize Your Charitable Impact

Maximizing Tax Benefits by Concentrating or "Bunching" Charitable Contributions

Donors may find the total of their itemized deductions just below the standard deduction. It may then be beneficial to bunch two or more years of deductions into one year, itemize deductions that year, and take the standard deduction other years.

Maximizing Tax Benefits by Concentrating or "Bunching" Charitable Contributions

Donors may find the total of their itemized deductions just below the standard deduction. It may then be beneficial to bunch two or more years of deductions into one year, itemize deductions that year, and take the standard deduction other years.

Strategies to Help Maximize Giving and Reduce Taxes in 2019

The Tax Cuts and Jobs Act became law in December 2017 and the SECURE Act became law in December 2019. These events prompted a discussion about how tax-related laws affect philanthropy and what strategies donors can consider for both maximizing their charitable impact and reducing their taxes.

Five Ways to Break Through Another Charitable Giving Ceiling in 2018

2017 shattered giving records. Strong markets and the prospect of tax reform drove total charitable giving past $400 billion for the first time ever1. Meanwhile, at Schwab Charitable, our donors recommended $1.9 billion in grants to philanthropic groups last fiscal year—the most in our history—which increased total grants since inception to more than $10 billion.

Four Steps to High-Impact, Tax-Smart Charitable Giving

Investors and nonprofits are still adapting to the Tax Cuts and Jobs Act as they face more volatile and uncertain markets. It's an environment well suited to charitable giving strategies that maximize tax benefits and deliver more impact to charities.

Three Ways to Give Internationally

Lessons on high-impact philanthropy from the Stanford Philanthropy Innovation Summit.

Three Ways to Give Internationally

Lessons on high-impact philanthropy from the Stanford Philanthropy Innovation Summit.

Benefits of Donating Appreciated Non-Cash Assets to Charity

It’s vital to understand how appreciated non-cash assets can be an important part of a philanthropic wealth management strategy. Assets that have appreciated in value can be among the most tax-advantaged items to contribute to charity because you can potentially eliminate capital gains tax liability on their sale and enjoy a current year tax deduction, if you itemize.

Benefits of Donating Appreciated Non-Cash Assets to Charity

It’s vital to understand how appreciated non-cash assets can be an important part of a philanthropic wealth management strategy. Assets that have appreciated in value can be among the most tax-advantaged items to contribute to charity because you can potentially eliminate capital gains tax liability on their sale and enjoy a current year tax deduction, if you itemize.

Strategies for Maximizing Charitable Impact and Reducing Taxes

The Tax Cuts and Jobs Act became law in December 2017, but many taxpayers are just now beginning to understand how it has impacted them as they prepare their taxes.

Strategies for Maximizing Charitable Impact and Reducing Taxes

The Tax Cuts and Jobs Act became law in December 2017, but many taxpayers are just now beginning to understand how it has impacted them as they prepare their taxes.

Benefits of Donating Restricted Stock to Charity

By donating a portion of their appreciated restricted stock held for more than one year to a public charity (including a donor-advised fund), executives are able to enjoy a current year tax deduction and potentially eliminate capital gains tax liability on the sale of the asset while allowing the charities they support to receive the most money possible.

Benefits of Donating Restricted Stock to Charity

By donating a portion of their appreciated restricted stock held for more than one year to a public charity (including a donor-advised fund), executives are able to enjoy a current year tax deduction and potentially eliminate capital gains tax liability on the sale of the asset while allowing the charities they support to receive the most money possible.

Benefits of Donating Publicly Traded Securities to Charity

Taxpayers who are considering current year charitable contributions and are also facing long-term capital gains taxes on appreciated stock that they have held for more than a year can realize a much more favorable income tax result and charitable impact by making a timely donation of the appreciated stock directly to charity.

Benefits of Donating Publicly Traded Securities to Charity

Taxpayers who are considering current year charitable contributions and are also facing long-term capital gains taxes on appreciated stock that they have held for more than a year can realize a much more favorable income tax result and charitable impact by making a timely donation of the appreciated stock directly to charity.

Benefits of Donating Real Estate to Charity

Many investors find that their most appreciated assets come in the form of real estate—a piece of raw land, an investment property or a vacation home—that has been held for a long period of time and could create significant capital gains taxes when sold.

Benefits of Donating Real Estate to Charity

Many investors find that their most appreciated assets come in the form of real estate—a piece of raw land, an investment property or a vacation home—that has been held for a long period of time and could create significant capital gains taxes when sold.

Benefits of Donating Privately Held Business Interests to Charity

Taxpayers who are considering current year charitable contributions and are also facing long-term capital gains taxes on appreciated stock that they have held for more than a year can realize a much more favorable income tax result and charitable impact by making a timely donation of the appreciated stock directly to charity.

Benefits of Donating Privately Held Business Interests to Charity

Taxpayers who are considering current year charitable contributions and are also facing long-term capital gains taxes on appreciated stock that they have held for more than a year can realize a much more favorable income tax result and charitable impact by making a timely donation of the appreciated stock directly to charity.

Benefits of Donating IPO Stock to Charity

An initial public offering (IPO) can accelerate appreciation of private company stock held by founders, executives, and early employees. High appreciation before or after the IPO may result in a wealth event with substantial capital gains taxes when you sell shares of the stock.

Benefits of Donating IPO Stock to Charity

An initial public offering (IPO) can accelerate appreciation of private company stock held by founders, executives, and early employees. High appreciation before or after the IPO may result in a wealth event with substantial capital gains taxes when you sell shares of the stock.

Benefits of Donating Fine Art and Collectibles to Charity

With thoughtful planning, the contribution of art to a donor-advised fund can provide support for a collector’s charitable objectives by freeing up funds to support charitable causes over time and ensuring that charities receive the most money possible.

Benefits of Donating Fine Art and Collectibles to Charity

With thoughtful planning, the contribution of art to a donor-advised fund can provide support for a collector’s charitable objectives by freeing up funds to support charitable causes over time and ensuring that charities receive the most money possible.

Benefits of Donating Private Equity Fund Interests to Charity

By donating highly appreciated private equity fund interests, investors can take a full, fair market value income tax deduction—as determined by a qualified appraisal—for the donation while also potentially eliminating tax liability on fund distributions.

Benefits of Donating Private Equity Fund Interests to Charity

By donating highly appreciated private equity fund interests, investors can take a full, fair market value income tax deduction—as determined by a qualified appraisal—for the donation while also potentially eliminating tax liability on fund distributions.

Benefits of Donating Equity Compensation Awards to Charity

For charitably minded executives, certain equity compensation awards (or, more accurately, the stock acquired upon award exercising or vesting) can make excellent gifts to charity because of the potential tax benefits. These investments often have a low cost basis and may have a significant current market value, resulting in a large capital gains tax bill when sold.

Benefits of Donating Equity Compensation Awards to Charity

For charitably minded executives, certain equity compensation awards (or, more accurately, the stock acquired upon award exercising or vesting) can make excellent gifts to charity because of the potential tax benefits. These investments often have a low cost basis and may have a significant current market value, resulting in a large capital gains tax bill when sold.

How to help during the COVID-19 pandemic

The global coronavirus pandemic has affected our families and communities in numerous ways. In this time of upheaval and uncertainty, many are wondering how they can help. With almost two million nonprofits in the U.S., including thousands of local community foundations, it can be overwhelming to know where to start.

Lessons from the 2017 Stanford Pacs Philanthropy Innovation Summit

Philanthropy can be a powerful way for families to deepen relationships across generations, develop a shared mission, and increase their impact on the world.

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