5 Considerations When Joining a Nonprofit Board
What should you consider before serving on the board of a nonprofit? Schwab wealth expert Susan Hirshman breaks it down.
Is a Private Foundation Right for You?
Is a private foundation the best way to further your family's philanthropic goals? Here's how to decide—and why you might consider a donor-advised fund instead.
4 Ways to Optimize Your Existing Estate Plan
Even after your estate plans are established, there's a lot you can do to help ensure your wealth will benefit your heirs to the fullest extent possible, including in the near term.
Lessons on Charitable Giving
How one woman's generous gift could help save lives—and what you can learn from her unique approach to philanthropy.
Charitable Donations: The Basics of Giving
Helpful tax tips for your charitable contributions, including stock donations.
12 Tax-Smart Charitable Giving Tips for 2023
Increase your charitable impact while potentially reducing your taxable income.
Is It Better to Give Stock or Cash to a Charity?
Donating stock (as opposed to cash) to a nonprofit can benefit both you and the charity.
Jodi's Story: How Can You Find a New Career Later in Life?
How one woman changed careers—and found a path that fit with her values.
Reducing RMDs With QCDs
A QCD can be a great way to reduce RMDs and optimize the tax benefits of giving.
Mary Anne's Story: How Can You Leave a Legacy and Honor a Loved One?
How did one woman honor her twin sister through a charitable gift?