Solidifying His Client’s Charitable Giving Strategy to Prevent Colon Cancer

When advisor Will Ed helped his clients open a Schwab Charitable™ donor-advised fund account, they knew it would be a powerful way to make a bigger impact. Watch this touching story to learn how you can help your clients maximize their giving power and tax savings.

Alex is a donor of Schwab Charitable™ and Will Edwards Settle 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 Fund™ 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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