Five ways to help clients give smarter – Schwab Charitable – 11.27.18

Summary:

Now On Demand.

Celebrate “Giving Tuesday” with the President of Schwab Charitable, Kim Laughton, and advisor Blair Cunningham as they discuss why it’s important to have charitable conversations in 2018 and beyond.

Kim and Blair will explore how to play a more meaningful role in your clients’ philanthropy and share best practices among advisors. They will also review strategies to help your clients maximize the tax benefits of charitable giving in light of 2018 tax reform.

• Hear from a successful advisor on how charitable giving has transformed his practice and enriched the lives of his clients
• Learn ways to incorporate charitable giving into your practice
• Help clients evaluate different giving vehicles and determine the best assets to give
• Consider tax-smart giving strategies to maximize impact and charitable deductions under the new tax law
• Discover how to inspire clients to follow their passions and experience the joy of giving

Under Kim’s leadership, Schwab Charitable has more than tripled annual grants to charity and has become one of the largest national providers of donor-advised funds. Blair specializes in charitable gift and wealth transfer planning. He has a passion to help clients see not only how their generosity will impact the lives of the people around them, but also how it will enrich their own lives.

Speakers:

Kim is President of Schwab Charitable, a non-profit donor-advised fund provider established with the support of Charles Schwab & Co., Inc. to make charitable giving simpler and more tax-efficient for clients. She is responsible for the general management of Schwab Charitable and the fulfillment of its charitable mission, setting strategy and priorities and ensuring all contractual obligations and goals are met. Prior to joining Schwab Charitable, Kim held a variety of leadership, strategy and general management positions at Charles Schwab & Co. Earlier in her career, Kim was a Vice President for Citibank-Asia/Pacific and a Consultant for Bain & Company. She also has served on the board of the Educational Foundation of Orinda and as the head of its investment committee. Kim has been recognized by the San Francisco Business Times as one of the most influential women in Bay Area business and by Inside Philanthropy as one of the fifty most powerful women in U.S. philanthropy. She holds a BA in Economics and a BS in Biology from Stanford University and an MBA from Harvard Business School.

Blair Cunningham is a SignatureFD partner and the practice leader for SignatureGENEROSITY, a firmwide initiative to encourage clients on their generosity journey.

With more than 27 years of wealth management experience, Blair has a depth of knowledge, wisdom and understanding to help his clients understand complex financial issues so they can make wise decisions and maximize the use of their financial resources.

Blair specializes in investment management, strategic planning for companies and families, and charitable gift and wealth transfer planning. Many of his clients are families planning to pass wealth to future generations. He supports their goals in this area by conducting family conferences and working with each generation so that the family’s long-term core values and purposes for their wealth are effectively transferred.

Blair is a frequent speaker to groups on issues related to helping parents prepare their children to be financially responsible. Prior to joining SignatureFD in 2000, Blair was a partner at Ronald Blue & Co., a national investment advisory firm. He began his career in the Atlanta office of Arthur Andersen & Co., where he specialized in real estate, banking and small-business services. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant.