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Helping Turn His Client's Charitable Giving Plan Into Something So Much More
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John knew that a Schwab Charitable donor-advised fund account was right for his clients. Today, they are maximizing the charitable impact of every penny, as well as their tax savings, and guiding their family’s approach to giving for generations to come. See their story to learn more.
Barry, Lisa, and their family are donors of Schwab CharitableTM and John 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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