Tax-Smart Charitable Giving Strategies for 2023 – Schwab Charitable – 5.15.23

Summary:

Now On Demand

In the midst of tax season, some of your clients might be reflecting on how much they owe in taxes or anticipating a large taxable event in 2023. Join this webcast to hear timely tax-smart charitable strategies to help your clients potentially reduce their taxes and increase their giving power. Two specialists from Schwab Charitable^TM will share tax-effective ways to support your clients’ philanthropic goals and connect with extended family members in a meaningful way.

Topics will include:

• Charitable trends and the current giving environment
• Tax-efficient charitable giving strategies for family philanthropy
• How to help your clients create a strategic giving plan to maximize their charitable impact
• New philanthropic resources to help you develop deeper client relationships

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

Speakers:

Carly is Senior Manager of Business Development for Schwab Charitable. She builds new relationships with investment advisors and family offices by promoting the value of Schwab Charitable’s services to support their clients’ charitable goals and as a part of their wealth management strategy. Carly has over 21 years of experience in financial services, most recently as a Relationship Manager for Schwab Advisor Services and as Vice President of Institutional Sales for TD Ameritrade.

Carly received a Bachelor of Science degree in Finance from the University of Colorado Denver and holds the Series 7 and 63 securities licenses. She lives in Los Angeles and directs her charitable efforts towards improving the lives of underserved communities and protecting the environment and its biodiversity.

Eric is Senior Manager of the Charitable Strategies group, where he facilitates gifts of non-cash assets and educates advisors and donors on issues related to tax, mergers, and acquisitions. He brings over 16 years of experience working in philanthropic planning and law, and has served in senior roles at Mayo Clinic, National Philanthropic Trust, and other national and regional charities. Eric frequently speaks and writes on charitable planning topics to help advisors and donors navigate how to make charitable gifts of non-cash assets such as private business interests, real estate, and other financial instruments.

Eric earned a B.A. in English and Philosophy from the University of Wisconsin-La Crosse and a Juris Doctor from Mitchell Hamline School of Law, and holds his Chartered Advisor in Philanthropy (CAP^®) designation.