More than 1,400 independent investment advisory firms work with Schwab Charitable to support their clients’ philanthropy. Here are a few examples of how advisors help their clients make a bigger impact with Schwab Charitable.
Advisors Supporting Philanthropy
Many individuals hold significant wealth in private business interests (such as C-Corp and S-Corp stock). This advisor discusses donating those assets.
An advisor explains how most philanthropists can drive down the cost of giving by donating appreciated securities.
This advisor describes how a donor-advised fund works like a charitable wallet and streamlines giving.
This advisor talks about common scenarios when it makes sense to open a donor-advised fund account.
An advisor describes how to use a donor-advised fund account to facilitate charitable giving over the donor’s lifetime and beyond.
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These testimonials may not be representative of the experiences of other advisors and their clients. These are not indicative of future performance or success. (0915-6066)