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Charitable Planning with Schwab Charitable and Dowling & Yahnke Wealth Advisors – Webinar Replay

By Hope Carlson on November 5, 2021
Categories: CHARITABLE GIVING


D&Y sat down with Shawn Jensen from Schwab Charitable to discuss strategies to help donors reduce taxes and maximize their philanthropic impact in 2021. Hear about various giving vehicles, understand why donor-advised funds are a simple, flexible, and tax-smart giving solution, and learn how donors can maximize their charitable giving impact in 2021.

The information contained in this webinar is for information and educational purposes only and represents the views and opinions of the presenter only. Investors are urged to seek financial advice based on their particular circumstances with their financial professional. Dowling & Yahnke, LLC and Charles Schwab & Co., Inc. are not affiliated with one another.

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