Thousands of 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.
How does Schwab Charitable help you make a difference in your clients’ lives?
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Advisor Justyn Volesko talks about common scenarios where it makes sense to open a donor-advised fund account.Watch video
Advisor Chris Wheaton explains how most philanthropists can drive down the cost of giving by donating appreciated securities.
Advisor Craig Fasano describes how a donor-advised fund works like a charitable wallet and streamlines giving.
Many individuals hold significant wealth in private business interests (such as C Corporation and S Corporation stock). Advisor Justyn Volesko discusses donating those assets.
Advisor Daniel West describes how to use a donor-advised fund account to facilitate charitable giving over the donor’s lifetime and beyond.