The Advantages of Donor-Advised Funds

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:

• 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.”