Tax-Smart Ways to Give to Charity Before Year-End

Making a charitable donation is not only a chance to make a difference, it’s also an excellent way to reduce your tax burden for the year. To provide timely education and insights, we are pleased to announce Kim Laughton, as our guest speaker.

a64b46b6-b5cd-4c4c-bad1-e5d171c89415.jpgKim Laughton is President of Schwab Charitable, a non-profit, donor-advised fund provider established with the support of Charles Schwab & Co., Inc. to make charitable giving simpler and more tax-efficient for clients. Kim is responsible for the general management of Schwab Charitable and the fulfillment of its charitable mission, setting strategy and priorities and ensuring all contractual obligations and goals are met. Kim has been recognized as one of the most influential women in Bay Area business. She holds a BA in economics and a BS in biology from Stanford University and an MBA from Harvard Business School.

We discussed:
  • Charitable giving trends
  • Possible implications tax reform could have on charitable giving
  • Available options to consider before making a gift
  • Benefits of setting up donor-advised fund
  • And more!

WATCH NOW!