giving with impact

Guests:

• Michael Townsend Managing Director, Legislative and Regulatory Affairs Charles Schwab & Co., Inc.
• Hayden Adams CPA, CFP®, Director of Tax and Financial Planning, Schwab Center for Financial Research

After you listen

• Read Strategies for Maximizing Your Charitable Impact in 2021 to learn more about taking advantage of a favorable environment for tax-smart, high-impact philanthropy.
• Check out the podcast WashingtonWise Investor where Michael Townsend focuses a non-partisan eye on the stories that matter most to investors.
• Learn more about the 100% Charitable Deduction as Hayden discusses the temporary opportunity for high-net-worth individuals to give to their favorite charities and potentially eliminate their federal taxes in 2020 and 2021.
• Download our Giving Guide where you will discover information, resources, and activities to help you maximize your charitable giving.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review

Guests:

• Stasia Washington, Managing Director at First Foundation Advisors. 
• Shawn Jensen, Senior Manager, Relationship Management, Schwab Charitable

After you listen

• Read more about creating your charitable legacy.
• Learn more about tax-smart giving options. 
• Download our Giving Guide where you will discover information, resources, and activities to help you maximize your charitable giving.

First Foundation offers giving programs aligned with their clients’ values, helping them implement a thoughtful giving program that leaves a long-lasting legacy.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review

Guests:

• Lisa Spalding, Partner, The Philanthropic Initiative
• Stephanie Diamond, Managing Director, Business Development, Schwab Charitable

After you listen

• Learn more about defining your charitable mission.
• Discover Strategies for Maximizing Charitable Impact and Reducing Taxes.
• Read more about Why 2020 is an Especially Good Year to Give.

Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review

Guests:

• Regine A. Webster, Vice President, Center for Disaster Philanthropy
• Brian Howell, Director, Business Development, Schwab Charitable

After you listen

• Review this up-to-date list of CDP-recommended charities supporting COVID-19 response, relief, and recovery efforts both domestically and abroad.

• Heartbreaking tragedies affect thousands of people every year, from devastating storms and earthquakes to wildfires and mudslides. Victims are often left in dire need of food, emergency shelter, clean water, electricity, and access to critical medical care. Schwab Charitable and the Center for Disaster Philanthropy are working together to provide our generous donors with a convenient way to extend their support.

• Learn about how to help during the COVID-19 pandemic - guidance from Schwab Charitable President, Kim Laughton.