Gaining Perspective

Schwab Charitable donors gave $4.7 billion in 2022 despite the difficult economic environment, up 7% from the year before. Schwab Charitable's mission is to increase giving in the U.S. with donor-advised funds and philanthropic resources that make charitable giving tax-smart, simple, and efficient. Here today to talk about how advisors can help support clients’ charitable giving and planning, and the benefits a donor-advised fund provides is Fred Kaynor. - Here is a link for more information about Schwab Charitable: Why charitable giving matters to clients - https://www.schwabcharitable.org/advisors A comprehensive guide to create a giving strategy - https://www.schwabcharitable.org/maximize-your-impact/advisors-giving-guide How a Schwab Charitable account works - https://www.schwabcharitable.org/Advisors-DAF-Fact-Sheet Ways to invest clients’ charitable assets - https://www.schwabcharitable.org/investment-options-advisor Tax-smart charitable giving tips to share with your clients - https://www.schwabcharitable.org/12-tax-smart-charitable-giving-tips-for-2023 Stories of Impact—Alex and Will Ed - https://www.schwabcharitable.org/advisor-story-will-ed A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.”

Show Notes

Schwab Charitable donors gave $4.7 billion in 2022 despite the difficult economic environment, up 7% from the year before. Schwab Charitable's mission is to increase giving in the U.S. with donor-advised funds and philanthropic resources that make charitable giving tax-smart, simple, and efficient. Here today to talk about how advisors can help support clients’ charitable giving and planning, and the benefits a donor-advised fund provides is Fred Kaynor.

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Here is a link for more information about Schwab Charitable:

A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events.”

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.