Get simple tips for starting charity conversations


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Advisors to advisers for charity planning conversations

Did you know that 85% of wealthy households gave an average of $ 35,000 charity in 2022?* This underlines the opportunity to integrate charity planning into your asset management strategies. This guide offers simple ways to start charity planning conversations with your customers, and related resources to get the discussions further.

Topics include:

  • Business Ownership – Sale of Planning

*Source: Bank of 2023 Philanthropy Study: Charity Giving from Rich Families

The Dafgive360 ™ is the name used for the combined programs and services of the advised donor Charity Give, Inc., an independent nonprofit organization that has entered into service agreements with several Corporate Charles Schwab subsidiaries. Dafgiving360 is a tax charity exempt from taxes as described in sections 501 (c) (3), 509 (a) (1) and 170 (b) (1) (a) of the internal income code.

Dafgiving360 does not provide legal or tax advice. Please consult a qualified legal or tax advisor, where such advice is necessary or appropriate.

© 2025 The donor advised charity of charity, Inc. All rights reserved. (0125-FC52)

Download this guide to learning how to start the conversation.



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