Charitable giving
Help philanthropic clients find ways to give. Choices include: | |
• | Charitable remainder trusts |
• | Donor advised funds |
• | Private foundations |
High net worth clients often want to preserve their wealth and leave a legacy. So when they need access to the right estate planning tools, don’t sweat it. We’ve got choices available. Choose from a range of third-party providers to help design a plan for any client—whether they want to give to charity, establish a personal trust, or consider potential tax-advantaged investment strategies. Interested in the Charles Schwab Trust Company for your corporate trustee needs and not currently a Schwab client? Sign up for the JumpStart program to begin opening new accounts on the Schwab Advisor Services platform. Contact advisoronboarding@schwab.com.* |
Charitable giving
Help philanthropic clients find ways to give. Choices include: | |
• | Charitable remainder trusts |
• | Donor advised funds |
• | Private foundations |
Personal trusts
Choices include: | |
• | Corporate trustee |
• | Affinity Service Providers |
More options
• | Roth IRAs |
• | Uniform Gifts to Minors Act (UGMA) / Uniform Transfers to Minors Act (UTMA) |
• | Third-party insurance products and strategies |
You are about to leave the TD Ameritrade Institutional website and enter an unaffiliated third-party website to access its products and services. The third-party site is governed by its posted privacy policy and terms of use, and the third party is solely responsible for the content and offerings on its website.
Click Continue to go to the third-party site, or click "X", to return to the original website.