Charitable Giving
Understand charitable giving strategies to minimize your taxes by maximizing your gifts of securities, cash, or goods to nonprofit organizations.
Advanced Tax Strategies for Donating Equity Awards
Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.
How Noncash Charitable Gifts Can Help Reduce Taxes
Leveraging the appreciation of assets such as real estate or stock to make charitable gifts can help maximize your philanthropic impact and reduce your taxes.
How Charitable Gift Annuities Work
Charitable gift annuities are in the philanthropy spotlight thanks to the SECURE 2.0 Act. Schwab wealth expert Susan Hirshman explains how they work.
How to Create a Charitable Legacy
Nicholas Tedesco, president and CEO of the National Center for Family Philanthropy, and Sam Kang, president of Schwab Charitable, offer guidance for cultivating a culture of giving in your family.
Tax-Smart Strategies for Annual Charitable Giving
Achieve greater impact for the causes you care about by pursuing tax-efficient charitable giving strategies.
Tax-Smart Charitable Giving
If you're deciding between taking the standard deduction or itemizing, learn three tax-smart ways to get a tax deduction for your charitable giving.
Reducing RMDs With QCDs
A qualified charitable distribution (QCD) can be a great way to reduce required minimum distributions (RMDs) and optimize the tax benefits of giving.
5 Considerations When Joining a Nonprofit Board
What should you consider before serving on the board of a nonprofit? Schwab wealth expert Susan Hirshman breaks it down.
Is a Private Foundation Right for You?
Is a private foundation the best way to further your family's philanthropic goals? Here's how to decide—and why you might consider a donor-advised fund instead.
4 Ways to Optimize Your Existing Estate Plan
Even after your estate plans are established, there's a lot you can do to help ensure your wealth will benefit your heirs to the fullest extent possible, including in the near term.