Year-End Charitable Contributions

November 30, 2017

We encourage you to make your charitable contributions before year-end and also before possible new tax law changes are made.  A Schwab Charitable Donor-advised fund account is a simple and tax-smart way to direct your charitable giving.  You can grow your account tax-free and recommend grants to your favorite charities at any time.  Here is more information about donor-advised funds.


[pdf-embedder url=”” title=”Donor Advised Fund_Schwab_min”]

Get in touch

Our mission is to help you and your family Invest Intentionally®.
Contact us today to start your journey.

Start your journey