Schwab: Charitable Contribution

Attached is the Schwab Charitable Gift Transfer form that allow clients to make charitable gift donations by transferring stocks, bonds, and other assets from their Schwab account to an individual or charitable organizations. Also, be sure that we are looking at the most updated form on the Schwab website so we have the lastest and most up to date form being submitted.

**As always, direct the client to consult with a tax advisor to discuss Qualified Charitable Distributions and IRS Compliance.