February 18, 2019

Smart Charitable Gifting: Slide Presentation PDF

Schwab Charitable: Schwab Charitable – Donor Advised Funds

Fidelity Charitable: Fidelity Charitable – Donor Advised Funds

Vanguard Charitable: Vanguard Charitable – Donor Advised Funds

Using Donor Advised Funds Today (Forbes): Forbes – Five Reasons Why You Should Consider Donor Advised Funds Now

Tax Smart Charitable Gifting: GWS – Tax Smart Charitable Gifting

Prudent Gifting to Charity: GWS – Donating to Charity, Are Your Dollars Going to Waste?

Charitable Gifting from your IRA: GWS – Charitable Gifts From Your IRA

Glassman Wealth Services, LLC (“GWS”) is providing information about each sponsor of donor-advised funds for informational purposes and is not endorsing or recommending any specific sponsor.  This information is not intended to provide legal or accounting advice, or to address specific situations. Please consult with your legal or tax advisor to supplement and verify what you learn here.  Information about GWS’s relationship with Charles Schwab & Co., Inc., and potential conflicts of interest that its relationship presents, is available in its Form ADV Part 2A, available at https://www.adviserinfo.sec.gov/.