Charitable Giving

Everyone has their own charitable interests. We help our clients setup tax efficient charitable giving strategies so they can maximize their financial impact on their favorite organizations. Tax deductions are given for current contributions, and for estate owners, charitable gifts can reduce the size of the estate to help minimize estate taxes.

EJM Wealth Management uses Schwab Charitable to help clients pursue their charitable giving goals. Schwab Charitable is an independent, 501(c)(3) public charity with a mission to increase charitable giving in the United States by providing a tax-smart and simple giving solution to donors and their investment advisers. A Schwab Charitable account can be a valuable wealth-planning tool that enables clients to give more strategically.