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Schwab Charitable

Displaying 14 results

Topic
  • News
  • June 24, 2024

Schwab Charitable unveils new brand as it reaches quarter century milestone

The new name reflects desire to attract a new generation of donors.

Topic
  • News
  • January 23, 2024

Advisors see giving surge in late 2023 extending into 2024

Schwab Charitable says donors granted more than $6.1 billion to charity in 2023, a year-over-year increase of 31 percent.

Topic
  • News
  • December 5, 2023

Donor-advised funds underpin growth in charitable giving

Schwab Charitable reported its donors increased their giving by 8%, or nearly $350 million, to more than $5 billion in its fiscal year 2023.

Topic
  • News
  • July 19, 2023

Schwab Charitable donors give record amount despite rocky market

Its donors surpassed 1 million individual grants to charities for the first time in the organization’s history, Schwab said.

Topic
  • News
  • January 25, 2023

Vanguard, Schwab Charitable donors keep giving despite stock sell-off

At Vanguard Charitable, donors granted more than $1.87 billion, marking its sixth straight year of record giving.

Topic

Don’t give up on charitable giving just yet

A bear market and inflationary pressures may have many Americans feeling less wealthy lately, but not necessarily less generous.

Topic
  • News
  • July 19, 2022

Ukraine, Covid-19 crises spark increase in giving, says Schwab Charitable

Schwab Charitable donors gave $4.7 billion to charity in the past 12 months supporting 117,000 organizations,

Topic
  • News
  • July 20, 2021

Schwab Charitable donors give record $3.7 billion in grants

Dollar giving was up 13% in fiscal 2021, while the number of grants rose 24%.

Topic

Clients are upping charitable giving in the wake of the pandemic

Although the biggest reward of giving is psychological, the tax benefits can make doing good feel even better financially.

Topic

Deepening the adviser-client relationship

Introducing clients to tax-efficient ways to give, such as using a donor-advised fund, can help them do more with their gifts. But charitable intent, rather than tax benefits, should be the primary motivation for clients to give.

Topic

Strategies for maximizing clients’ charitable impact in 2021

Take advantage of an environment that's favorable for charitable giving to engage in tax-smart, high-impact philanthropy.

Topic
  • News
  • February 17, 2021

Fidelity, Schwab donors set record for charitable giving in response to pandemic

Covid-19 also changed giving targets, as donors supported organizations that provided food and other necessities for people who experienced economic setbacks due to the outbreak.

Topic

Fidelity, Schwab charitable units see jump in giving to address pandemic

Two dominant sponsors of donor-advised funds say the crisis illustrates the vehicle’s value

Topic
  • News
  • April 29, 2020

Financial planning groups ask advisers to encourage charitable donations

Contributions from donor-advised funds could make difference for struggling nonprofits