Welcome to the DAFgiving360™ Giving Guide
Discover information, resources, and activities to help your clients maximize their charitable giving.
- Help clients define their charitable mission, select charities that support their areas of interest and create a giving budget.
- Help clients involve their families in their charitable plans and choose giving vehicles to support those goals.
- Differentiate your practice and potentially expand your client base.
Schwab Charitable Giving Guides
To view, complete and print fillable forms, you will need the freely available Acrobat 7.0 Reader (or later) software installed on your computer.
Download Adobe Acrobat 7.0 Reader
*Before personalizing the Giving Guide, please save the file to a computer or device and open it via Adobe Acrobat Reader.
Giving Guide Series
Download individual guides that focus on specific topics.
-
Find your focus
-
Involve your family
-
Select giving vehicles
-
Set a giving budget
Second row chapters
-
Determine tax-deductibility
-
Determine assets to give
-
Find nonprofits
-
Refine your plan over time
Third row chapters
-
Define your gift's terms
-
Give beyond treasure
-
Tackle social problems
-
Learn & give with others
Fourth row chapters
-
Learn more about charities
Our platform integrates easily with your practice.
Our platform integrates easily with your practice.
Because the DAFgiving360 online platform is fully integrated with Schwab Advisor Center, it's simple to use and offers robust functionality.
- Easily transfer assets from Schwab and non-Schwab accounts to DAFgiving360.
- Conveniently make grant recommendations on behalf of your clients.
- Access reporting and annual summaries to provide insightful analysis to your clients.
- Open accounts online with the ease and efficiency of our digital account open tool.