Schwab Charitable’s Laughton On Strategic Charitable Giving

Kim Laughton, President, Schwab Charitable met with Julie Cooling, Founder & CEO, RIA Channel to discuss strategic charitable giving. “Donor-Advised Funds are simply a charitable savings account,” says Laughton. Contributors can donate both cash and appreciated securities for a tax advantage. With low account minimums relative to private foundations, this strategic and efficient way of giving is accessible to the every-day-investor. As investors are thinking about tax planning and causes that are important to them, the end of the year is a great time for advisors to talk to their clients about strategic charitable giving, Laughton explains. To learn more, register for Schwab Charitable’s upcoming webcast: Building a stronger practice through philanthropy. Tuesday, December 3, 2019 1:00 PM ET | 1 CE Credit Register Now