Schwab Charitable

• Kim Wright-Violich to Leave Schwab Charitable June 30

  By Kathleen McBride, AdvisorOne  |  April 29, 2011

  As president since its inception, Wright-Violich led the giant DAF’s innovation and growth.

• Philanthropy Forum: Most HNW Clients Dissatisfied With Advice

  By Kathleen McBride, AdvisorOne  |  April 28, 2011

  Go ‘beyond expectations’ of your clients and the relationships will deepen.

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  Women in Wealth Profile: Schwab's Kim Wright-Violich

  By Kathleen McBride, AdvisorOne  |  February 22, 2011

  For the president of Schwab Charitable, there’s a ‘magic in mixing the for-profit and non-profit worlds.’

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  Donor Advised Funds: Busting the Myths, Experiencing the Reward

  By Kathleen McBride, AdvisorOne  |  December 1, 2010

  Don't let misunderstandings about donor-advised funds keep you from exploring this worthy charitable vehicle.

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  Wright-Violich on Why and How Americans Give: The Holiday Interview

  By James J. Green, AdvisorOne  |  November 24, 2010

  Kim Wright-Violich is clearly an advocate for the donor-advised fund that she runs, Schwab Charitable, but in an interview in late October, she also displayed the easy command of both the United States tax code and the psyche of the affluent.

• The 2010 Forward Thinking 5

  By John Sullivan, AdvisorOne  |  December 1, 2009

  What's ahead for 2010 and beyond, specifically for baby boomers and the advisor business? The market meltdown, a fledgling administration and global tension add up...

• Upgrades

  By Staff Writer  |  December 1, 2009

  Fidelity Institutional Wealth Services and National Financial introduced Nov. 11 "Insight & Outlook," a new program that offers FIWS's RIAs, and National Financial's broker/dealers, access...

• Who's Giving, and How, and Why?

  By James J. Green, AdvisorOne  |  October 1, 2009

  If you're working with clients and want to encourage charitable giving, whom should you talk to, and how? "There is some limited anecdotal evidence that...

• Catching Up With: Kim Wright-Violich

  By James J. Green, AdvisorOne  |  September 1, 2009

  Schwab Charitable, the donor advised fund from Charles Schwab & Co., announced in early August that it had expanded the underlying investment options in its...

• Schwab Charitable Expands Investment Options

  By James J. Green, AdvisorOne  |  August 10, 2009

  Donor-advised fund includes SRI and multiple fixed-income options