Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
$5B in Giving Shows Rapid Rise of Donor-Advised Funds: Schwab Charitable
By John ManganaroDonors surpassed 1 million individual grants to charities for the first time in the organization's history.
July 03, 2023
The Planning Skill Set Prized by the Wealthiest ClientsWealthy clients are looking for guidance on how to maximize charitable giving while managing their tax exposure.
June 22, 2023
Charitable Giving in Focus on June 27 WebcastJoin this expert panel discussion on trends in philanthropy, the use of donor-advised funds and more updates for advisors and their clients.
June 22, 2023
Buffett Donates $4.6B in Berkshire Shares to CharitiesThe 13.7 million Class B shares were donated to five philanthropies, including one named for his late wife and several run by his children.
June 21, 2023
8 High-Net-Worth Planning Tips for New GrandparentsAdvisors can help these clients think through gifting strategies like UTMA custodial accounts and generation-skipping trusts.
June 20, 2023
Tax Breaks Now, Charitable Gifts Later: What to Know About Donor-Advised FundsSchwab Charitable's Fred Kaynor talks about why donor-advised funds are popular with donors and financial advisors.
June 16, 2023
Avoid These Big 'Retirement' Mistakes Business-Owner Clients MakeClients selling a closely held business can get caught by unexpected tax bills and lifestyle changes.
June 14, 2023
8 Keys to Meeting the Needs of Ultra-Wealthy ClientsFor starters, be prepared for a deep dive into tax and estate planning.