Charitable giving remains strong in the U.S. Eide Bailly Financial Services hosts experts from Schwab Charitable who will share tax-smart strategies to maximize your charitable giving impact. Schwab Charitable™ is an independent, public charity created to help increase charitable giving in the U.S. through the simple, tax-smart giving solutions. Since inception in 1999 Schwab Charitable clients have granted $26.8 billion to charities, $4.7 billion in 2022 alone. Learn how Eide Bailly Financial Services can help with your charitable giving strategy.

Learning Objectives:

• Explore charitable trends and the current giving environment.
• Summarize tax-efficient charitable giving strategies.
• Discuss the Schwab Charitable Giving Guide, a comprehensive tool that helps you build a strategic giving plan.
• Identify additional philanthropic resources to help you and your family maximize your charitable impact.