Tutorials to help you manage your clients' accounts

See how simple it is to open and manage a Schwab Charitable donor-advised fund account. We offer tutorial videos for you and your clients to make the process as seamless as possible.

Advisor tutorials

Our integration with SchwabAdvisorCenter.com makes it easy to establish and manage Schwab CharitableTM accounts for your clients. These quick tutorials walk you through opening, funding, and managing accounts—including grant making on a client’s behalf.

Advisor tutorials

Donor tutorials

Now that there is no minimum contribution required to open a core account, it’s even easier for your clients to get started and experience how efficient it is to give through Schwab Charitable. It’s no wonder that 70% of our donors say that having a Schwab Charitable account increases their charitable giving.1

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Disclosure

1.  Schwab Charitable, Fall 2021 CPS donor survey results.

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