This tax season, advisors can leverage a resource just launched by Schwab Charitable to discuss charitable planning and tax-smart giving strategies with clients. The Schwab Charitable Giving Guide is a comprehensive, interactive guide that allows clients to identify their goals and work with advisors to create a budget, choose a giving vehicle, and support charities.
According to Schwab’s latest RIA Benchmarking study, charitable planning is the most popular service offered outside of an advisor’s core business. This places greater emphasis on differentiating one’s charitable planning offering to stand out from the field and deepen relationships with clients.
Advisors can use the Schwab Charitable Giving Guide to initiate charitable giving conversations with clients, review and enhance existing giving strategies, and maximize tax benefits within a client’s financial and charitable plans. Clients tell us the Giving Guide will lead to thoughtful discussions on giving goals and strategies and will also be valuable in reviewing charitable plans with the whole family.