Policy, Politics, and Charitable Giving: The Latest News and Year-end Giving Strategies – Schwab Charitable – 11.28.23

Summary:

Now On Demand

The current environment in DC is unpredictable to say the least. How may a potential government shutdown, high interest rates, and an upcoming presidential race impact investors? And how might a looming debate over taxes affect charitable giving downstream? Join specialists from Charles Schwab and Schwab Charitable^™ for a discussion about the latest policy developments in Washington and the importance of exploring tax-smart giving strategies with your clients in 2023.

Topics include:

• An update on the fiscal policy situation, rules regarding retirement savings, and the regulatory environment
• How the election may influence the 2017 tax cuts, which are set to expire in 2025
• Charitable trends and the current giving environment
• Tax-efficient charitable giving strategies to consider before year-end
• Award-winning philanthropic resources to help you develop deeper client relationships

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Fred Kaynor leads the growth team at Schwab Charitable which is responsible for partnering with donors, financial advisors, business partners and charities to increase the impact and efficiency of charitable giving in the United States. During his tenure, Fred has established an extensive, fully integrated marketing, communications, and partnerships strategy that has established Schwab Charitable as one of the nation’s leading grantmaking organizations. Fred brings over 25 years of financial services experience after holding senior-level marketing and growth-related positions at both MasterCard and Visa. He began his career in advertising, managing campaigns for clients such as Kraft Foods, Hunt Wesson, Acura, and First Brands. He is a graduate of Boston College and a former Coro Foundation Public Affairs Leadership fellow.

Fred is actively involved in volunteer work, serving on the Northern California Regional Advisory Council of St. Jude Children’s Research Hospital as well as in various leadership roles with his local parish. He previously served as a board member with Children’s Council of San Francisco and on the marketing advisory council of the United Way of the Bay Area.

Michael is Charles Schwab’s Washington-based political analyst. With more than 30 years of Washington experience, he analyzes legislative, regulatory, and political developments to determine how they would affect individual investors, retirement plan participants, and investment advisors.

Michael is the host of Schwab’s Washington Wise podcast, which explores the intersection between policy, politics, the markets, and the economy. He is a featured speaker at dozens of employee, client, advisor, and industry events each year, where he discusses the impact of the political and policy environment in Washington on investors and the capital markets.

Prior to joining Schwab in 2000, Michael worked at Powell Tate, Inc., a Washington, D.C., public affairs firm, and previously worked for two U.S. senators from Maine. He holds an M.A. in English from George Mason University and a B.A. in English from Bowdoin College.

Ruby is Senior Manager of Tax, Trust & Estate at Schwab Charitable. She educates advisors and donors on tax and legal issues associated with complex gifts, and conducts the due diligence review of donated assets. Complementing her donor-advised fund knowledge is her two decades of charitable planning experience in both the nonprofit and financial services industries. She brings to her role expertise in planned giving, private foundations, wealth planning, and business exit strategies.

Ruby holds a Bachelor of Arts from the University of California, Irvine and a Juris Doctor from the University of Washington School of Law. She is a member of the California and Washington state bars and the Minnesota Gift Planning Association.