Advisor how-to guides
See how simple it is to open and manage donor-advised fund (DAF) accounts using Schwab Advisor Center®.
Open
How to open an account
View the steps to open an account within minutes.
Contribute
How to contribute to an account
Learn how to make a contribution of cash, securities, or other assets into a client's account.
Invest
How to invest and rebalance
See how you can manage assets in your client's account.
Grant
How to recommend a grant
Help support your client's favorite charities and causes.
Records
How to access giving records
Keep track of contributions and grants.
Spacer
Donor how-to guides
With no minimum contribution required to open a core account, it's easy for your clients to get started and experience a simple, efficient, and tax-smart solution for their charitable giving. It's no wonder that 72% of our donors said having a DAF account with DAFgiving360™ increases their charitable giving.*
Use the link below to share an account overview and our donor how-to guides with your clients.