For Advisors
For advisors:

Enhance your offer with charitable planning

My clients have a passion for giving. I have a passion for helping them.

Stasia, Independent advisor

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 nearly 3,000 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.


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

    Wheelbarrow holding different types of complex assets

    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

    Wind turbines in a field to reflect Schwab Charitable's values-aligned 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

    A doctor helping an elderly woman in Nepal

    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.

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Disclosure
  1. 2021 RIA Benchmarking Study from Charles Schwab fielded January to March 2021. Study contains self-reported data from 1340 firms. Results for firms with $250 million or more in assets under management.
  2. As of December 31, 2020.
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