Advisor tutorial videos and infographics

See how simple it is to open and manage Schwab Charitable™ accounts using Schwab Advisor Center.


How to open an account

View the steps to open an account within minutes.


How to contribute to an account

Learn how to make a contribution of cash, securities, or other assets into a client's account.


How to invest and rebalance

See how you can manage assets in your client's account.


How to recommend a grant

Help support your client's favorite charities and causes.


How to access giving records

Keep track of contributions and grants.


Donor tutorials

With no minimum contribution required to open a core account, it's easy for your clients to get started and experience a simple, efficient, and tax-smart solution for their charitable giving. It's no wonder that 69% of our donors said having a Schwab Charitable account increases their charitable giving.*

Use the link below to share an account overview and our donor tutorials with your clients.


*Schwab Charitable surveys conducted in Spring 2022 and Fall 2022

A donor’s ability to claim itemized deductions is subject to a variety of limitations, depending on the donor’s specific tax situation. Donors should consult their tax advisors for more information.