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The Advisor's Guide to Donating Illiquid Assets to Charity
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"The Advisor's Guide to Donating Illiquid Assets to Charity"

Discover a way to deepen your relationships with clients by incorporating philanthropy.

Deepen client relationships and differentiate yourself by incorporating philanthropy into your practice. This 18-page guide will help you turn your clients’ appreciated illiquid assets into tax smart charitable contributions.

You’ll gain:

  • The ability to identify the best assets for contribution and the best giving strategy for your clients.
  • Tips on minimizing your clients’ tax exposure through philanthropy.
  • Ideas on how to maximize deductions.
  • Ways to guide philanthropically-minded clients with valuable information.



Offered Free by: Schwab Charitable
See All Resources from: Schwab Charitable


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