Charitable Asset ManagementCharitable Asset Management allows an independent investment advisor to create and actively manage a customized portfolio for a donor’s Charitable Gift Account of $250,000 or more.1 The investment advisor may invest in a broad range of securities, including stocks, bonds, and mutual funds. Schwab Charitable Fund was the first leading national donor-advised fund to offer this level of investment flexibility and personalized management of a donor’s Charitable Gift Account. Advisors tell us they like the Charitable Gift Account because it provides an easy solution for tax management and an expansion of the services they can offer. Now, through Charitable Asset Management, advisors are able to be even more involved in their clients' overall financial plan. For more information about Charitable Asset Management, or to discuss the benefits of working with Schwab Charitable Fund, please call us at 800-746-6216. 1. Charitable Asset Management is available only through independent investment advisors working with Schwab Institutional®, a division of Charles Schwab & Co., Inc., or U.S. Trust, a subsidiary of The Charles Schwab Corporation and affiliate of Charles Schwab & Co., Inc. While a donor may recommend an advisor, the Fund must approve the recommendation. Advisors must meet certain eligibility requirements and adhere to Fund fee and investment guidelines. You may request a copy of the Fund’s investment guidelines by calling us at (800) 746-6216. |
Call a Donor Relations Specialist: You may also contact us via email to ask questions or to request printed materials. 
|