Why charitable giving matters
85% of advisors today offer charitable planning for their clients¹—and for good reason: Your clients, your firm, and perhaps the rest of the world may all benefit:
- It helps your clients maximize their philanthropic impact and minimize taxes
- You can expand your role as a trusted advisor, deepen your client relationships, and build connections with the next generation
- You and your clients can feel good about making a positive difference in the world and creating a lasting legacy
A simple solution for you and your clients
Learn why 3,300 independent advisory firms work with Schwab CharitableTM to support their clients' philanthropy.2 Schwab Charitable offers a powerful turnkey solution for you and your clients, even for those with sophisticated needs.
-
Seamless integrationIt's easy to manage your clients' accounts since our online platform is fully integrated with SchwabAdvisorCenter.com.
-
Charitable expertiseA dedicated Schwab Charitable Consultant and a Charitable Strategist will support you and your clients.
-
Specialized resourcesWe offer additional services to support complex giving matters for ultra-high-net-worth donors and family offices.
Enhance your offer with Schwab Charitable
Our donor-advised fund is a simple, tax-smart way for clients to give to charity, invest charitable assets for potential tax-free growth, and support charities now or over time. Plus, it allows your firm to provide these value-added services.
-
Complex gift acceptance
Help clients unlock their wealth for charitable good. Our Charitable Strategists oversee the process, uncover tax efficiencies, and help your clients give up to 20% more.
-
Investment options
Guide clients on how to invest their donor-advised fund account so it can potentially grow, tax-free. You can professionally manage the assets for accounts over $250,000.
-
Grant guidance
Support your clients' philanthropic goals. Work with us to maximize their impact through grant agreements, recurring grants, and local, national or international gifts.
Ready to connect with us?
Ready to connect with us?
Schwab Charitable is dedicated to helping you increase the impact of your clients' giving through strategic philanthropic guidance. We're here to answer your questions, provide information kits, and support you in any way we can.