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Setting His Client Up For Impactful Giving Towards Meaningful Causes


Tom’s client is passionate about financially supporting research for a medical condition that greatly impacted her family. By helping her establish a simple and tax-smart Schwab Charitable donor-advised fund account, they were able to maximize her philanthropic impact and deepen their relationship. And we’re sharing their story with you.

Robin is a donor of Schwab CharitableTM and Tom is an independent advisor. They were not compensated by Schwab Charitable for their comments. The experience described may not be the experience of all clients. Schwab Charitable does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate. 

Schwab Charitable FundTM is recognized as a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. Please be aware that Schwab Charitable has exclusive legal control over the assets you have contributed. Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation. 

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