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ASSET MANAGERS Charitable Giving / Donor Advised Funds
SCHWAB CHARITABLE
Schwab Charitable™ partnered with the National Center for Family Philanthropy to provide advisors with tools to help clients embrace family philanthropy and maximize their charitable impact. Family philanthropy can be transformative for family members and the communities they serve, sometimes with an impact that lasts generations. However, achieving a positive, enduring impact requires purposeful decision making throughout the lifespan of the family’s philanthropic work. A new series of guidebooks, road maps and videos developed by the National Center Partnerships with a Purpose
for Family Philanthropy and offered by Schwab Charitable allows advisors to help donors involve other family members in a life of shared purpose and a plan for meaningful, effective philanthropy. Advisors can now come armed to conversations on charitable planning with tools to inspire and educate clients.
Schwab Charitable’s mission is to increase giving in the U.S. with donor-advised funds and philanthropic tools and resources that make charitable giving tax-smart, simple, and efficient. We offer tools, guidance, and relationships that empower donors and their advisors to incorporate charitable planning into their everyday lives. Since our founding in 1999 as an independent 501(c)(3) public charity, Schwab Charitable donors have granted more than $26 billion to more than 230,000 charities.
www.schwabcharitable.org
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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