Since joining Schwab Charitable, the national donor-advised fund organization as its president in the spring of 2000, Kim Wright-Violich has helped Schwab become one of the top 10 charities in the U.S., with over $3 billion in contributions.

The success that Wright-Violich and Schwab have enjoyed can be attributed in part to a transformation in the financial services industry that spread the idea of investing more widely among the population, she said. As wealth began to grow in the late 1990s and the early part of this decade, donor-advised funds became one way to cater to the rising numbers of mass affluent.

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