The Advantages of Donor-Advised Funds

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About This Episode

Schwab Charitable donors gave $4.7 billion in 2022 despite the difficult economic environment, up 7% from the year before. Schwab Charitable's mission is to increase giving in the U.S. with donor-advised funds and philanthropic resources that make charitable giving tax-smart, simple, and efficient. Here today to talk about how advisors can help support clients’ charitable giving and planning, and the benefits a donor-advised fund provides is Fred Kaynor.

About Our Guest

Fred Kaynor leads the growth team at Schwab Charitable, which is responsible for partnering with donors, financial advisors, business partners and charities to increase the impact and efficiency of charitable giving in the United States.

During his tenure, Fred has established an extensive, fully integrated marketing, communications, and partnerships strategy that has established Schwab Charitable as one of the nation’s leading grantmaking organizations. Fred brings over 25 years of financial services experience after holding senior-level marketing and growth-related positions at both MasterCard and Visa. He began his career in advertising, managing campaigns for clients such as Kraft Foods, Hunt Wesson, Acura, and First Brands. He is a graduate of Boston College and a former Coro Foundation Public Affairs Leadership fellow.

Fred is actively involved in volunteer work, serving on the Northern California Regional Advisory Council of St. Jude Children’s Research Hospital as well as in various leadership roles with his local parish. He previously served as a board member with Children’s Council of San Francisco and on the marketing advisory council of the United Way of the Bay Area.

Show Notes

Here are some links about Schwab Charitable:

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