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How advisors support philanthropy.

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.

Tell us your stories.

How does Schwab Charitable help you make a difference in your clients’ lives?

Email your story to share@schwabcharitable.org.

Three reasons to use a donor-advised fund.

Advisor Justyn Volesko talks about common scenarios where it makes sense to open a donor-advised fund account.

Watch video
  • How to stretch charitable dollars.

    Advisor Chris Wheaton explains how most philanthropists can drive down the cost of giving by donating appreciated securities.

  • A charitable wallet.

    Advisor Craig Fasano describes how a donor-advised fund works like a charitable wallet and streamlines giving.

  • Private stock contributions.

    Many individuals hold significant wealth in private business interests (such as C Corporation and S Corporation stock). Advisor Justyn Volesko discusses donating those assets.

  • Family giving for years to come.

    Advisor Daniel West describes how to use a donor-advised fund account to facilitate charitable giving over the donor’s lifetime and beyond.