Advisors Testimonials

Advisors Testimonials

"Schwab Charitable has been a valued partner in helping our clients to achieve their philanthropic goals. We are particularly grateful for the ease with which our clients can set up a donor-advised account."
- Scharf Investments
"Schwab Charitable reduces the costs and recordkeeping burdens associated with philanthropy. This allows our clients to focus on what is most important to them: making a difference and creating a family legacy that can last for generations."
- Osborne Partners Capital Management, LLC
"Schwab Charitable is a win win! Schwab Charitable simplifies client giving and streamlines their recordkeeping. It allows investment advisors to easily download information for the accounts they manage through the professionally advised account program."
- Aspiriant
"Most of our clients have moved their donor-advised funds to Schwab Charitable Fund, and we open all new ones there. Schwab Charitable Fund makes the process quick and easy. The staff is wonderfully responsive and a pleasure to work with."
- Bard Advisors
"The expertise and experience of the team at Schwab Charitable is especially helpful when it comes to addressing unusual family situations or philanthropic goals that are slightly off the beaten path."
- Bridgewater Advisors Inc.
"We have worked with Schwab Charitable to establish a number of very large donor-advised funds. They have provided expertise and objective advice on the merits of converting from other charitable vehicles and have demonstrated considerable flexibility to meet our needs."
- Wetherby Asset Management
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