SCHWAB CHARITABLE ™
Help your clients increase their giving power .
Cathy Tajiri , The Rice Partnership
A Schwab Charitable donor-advised fund account can do so much for your clients ’ giving and help you deepen client relationships . Our giving solution allows you to help maximize their philanthropic impact and tax savings .
Learn more at SchwabCharitable . org / advisors
Jean is a donor of Schwab Charitable ™ and Cathy 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 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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