Advisor tutorial videos and infographics
See how simple it is to open and manage Schwab Charitable™ accounts using Schwab Advisor Center.
Open
How to open an account
View the steps to open an account within minutes.
Contribute
How to contribute to an account
Learn how to make a contribution of cash, securities, or other assets into a client's account.
Invest
How to invest and rebalance
See how you can manage assets in your client's account.
Grant
How to recommend a grant
Help support your client's favorite charities and causes.
Records
How to access giving records
Keep track of contributions and grants.
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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.