EPISODE 353 - Fred Kaynor of Schwab Charitable on The Advantages of Donor-Advised Funds

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  • Опубліковано 14 чер 2023
  • 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.
    To learn more visit: www.schwabcharitable.org/advi...
    Here are some more helpful links:
    ➤ A comprehensive guide to create a giving strategy -
    www.schwabcharitable.org/maxi...
    ➤ How a Schwab Charitable account works -
    www.schwabcharitable.org/Advi...
    ➤ Ways to invest clients’ charitable assets -
    www.schwabcharitable.org/inve...
    ➤ Tax-smart charitable giving tips to share with your clients -
    www.schwabcharitable.org/12-t...
    ➤ Stories of Impact-Alex and Will Ed - www.schwabcharitable.org/advi...
    #Charitablegiving #Philanthropy

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