Robin: My name is Robin, and I am the founder and chairman of the Bluefield Project for Frontotemporal Dementia. My mother, my aunt, my grandfather, died of this.
Tom: I remember vividly the meeting that I had with Robin when she told me that she and her siblings wanted to try to find a cure for this disease that her mother had died from. Robin came from kind of the mindset of the foundation as how you do charitable giving. 15, 20 years ago, donor-advised funds were not as common and so I took the opportunity to explain, hey, there's this new vehicle that I think is less costly, it's much more administratively convenient and simple to use and really accomplishes everything that you can do with a private foundation. She initially thought it sounded too good to be true, but she said let's give it a whirl and you know, the rest is history.
Robin: The Schwab Charitable donor-advised fund has allowed the funding aspect just to be a no brainer and so that I can spend 100% of my time on the strategic aspect of what I want to achieve in the mission and so that just brings so much joy to the whole effort. I don't know that I would be enjoying myself nearly as much or if we would have this success without the ease that the donor-advised fund has given us to do this.
Tom: You know, we have multiple tools in the toolkit and always trying to find the right tool for the job. But in so many cases, a Schwab Charitable donor-advised fund is the right tool.
Robin: A huge part of the story is just the fact that the donor-advised fund has been well stewarded, for sure it's increased my power of giving. The Schwab Charitable donor-advised fund allows me to be incredibly flexible with giving from small amounts to large amounts, from right away to over many years.
Tom: Getting involved with clients in their charitable gifting and philanthropy is just super rewarding. It really helps you understand the client and their family, what their values are, and the impact that they're trying to make on the world.