Search Submission

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.

Tax Deductions When Needed Most
Advisor Chris Wheaton describes how donors can reduce taxes and still grant over time.

Tell us your stories.

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

Email your story to