Press Releases

We’re constantly enhancing the services we offer in order to expand our donors’ reach, allowing them to achieve more of their charitable goals. Discover how we’ve developed as a charity and grown our donor base over time.

Schwab Charitable Philanthropy Speaker Series Looks at the Role Investment Advisors Have on Charitable Giving

March 8, 2010 — Schwab Charitable, one of the nation’s largest and fastest growing donor-advised funds, and the Center for Nonprofit and Public Leadership at the UC Berkeley Haas School of Business will host their next Philanthropy Speaker Series event (“Investment Advisors and Philanthropy”) on March 16 at 12:30 p.m. in the Wells Fargo Room C420 of the Cheit Building at Haas. The event will bring together leading investment advisors to discuss the role philanthropy plays in comprehensive wealth management. (PDF)

Schwab Charitable Philanthropy Speaker Series to Focus on the Impact Philanthropic Prizes Have on Innovation

February 4, 2010 — Schwab Charitable, one of the nation’s largest and fastest growing donor advised funds, and UC Berkeley’s Haas School of Business Center for Nonprofit and Public Leadership today announced their next Philanthropy Speaker Series event. (PDF)

Still Time for Tax-Smart Year-End Giving, According to Schwab Charitable

December 16, 2009 — For Americans who’ve waited for higher stock prices before making donations of securities to their favorite charities, there are a number of ways to make charitable contributions and still beat year-end tax deadlines, according to Schwab Charitable. (PDF)

Schwab Charitable Celebrates 10th Anniversary, Named 10th Largest Charity

November 17, 2009 — Schwab Charitable, one of the nation’s largest and fastest growing donor-advised funds, observes its 10th anniversary this month just as the Chronicle of Philanthropy lists the organization as the 10th largest charity in the U.S. (PDF)

Schwab Charitable Welcomes Grameen Foundation President Alex Counts to Philanthropy Speaker Series

September 21, 2009 — Schwab Charitable, one of the nation’s largest and fastest growing donor advised funds, is proud to have Alex Counts as the second speaker of the second annual Schwab Charitable Philanthropy Speaker Series hosted in partnership with UC Berkeley’s Haas School of Business
Center for Nonprofit and Public Leadership. (PDF)

Schwab Charitable To Offer New Private Foundation Conversion Service

September 15, 2009 — Schwab Charitable, one of the nation’s largest and fastest growing national donor-advised fund programs, announced today the launch of its Private Foundation Conversion Service. (PDF)

Schwab Charitable Announces 2nd Year of Popular Philanthropy Speaker Series

September 9, 2009 — Schwab Charitable, one of the nation’s largest and fastest growing donor advised funds, today announced its second annual Schwab Charitable Philanthropy Speaker Series to be hosted in partnership with UC Berkeley’s Haas School of Business Center for Nonprofit and Public Leadership. (PDF)

Schwab Charitable Announces Expanded Investment Alternatives and New Advice Tool

August 5, 2009 — Schwab Charitable, one of the country's largest national donor-advised funds, announced today an expanded selection of investment pools for its Charitable Gift Accounts. The new investment line-up includes a broad range of highly regarded mutual fund families, including American Century, Janus, Manning & Napier, Parnassus, PIMCO and Schwab. (PDF)

Schwab Charitable Announces Philanthropy Speaker Series with Panel on Corporate Foundations

January 15, 2009 — Schwab Charitable, one of the nation’s largest and fastest growing national donor-advised funds, announced today its Schwab Charitable Philanthropy Speaker Series to be hosted in partnership with UC Berkeley’s Haas School of Business Center for Nonprofit and Public Leadership. (PDF)

Schwab Charitable Offers Procrastinator Tips for Tax-Smart Year-End Giving

December 17, 2008 — With stock prices as unpredictable as winter weather, many Americans are choosing to wait until the last minute to make charitable decisions, hoping for a recovery in the stock market. Fortunately, there are several ways to make contributions on the cusp of the New Year and still beat tax deadlines. (PDF)

Schwab Charitable Named California's Largest Fundraising Charity and among the Nation's Top Ten

December 2, 2008 — Schwab Charitable, one of the country’s largest and fastest growing national donor-advised funds with 12,000 donors and nearly $2 billion in assets, announced today that is has been ranked California’s largest fundraising charity—and the ninth largest in the country—by the Chronicle of Philanthropy in its annual “Philanthropy 400” listing of charities that raise the most from private sources. “This is a great honor demonstrating the generosity of Schwab Charitable donors and the growing role that donor-advised funds can play in the world of philanthropy,” said Schwab Charitable President Kim Wright-Violich. “We are helping to make philanthropy easier and more accessible to all Americans and donors are clearly responding.” (PDF)

Schwab Charitable Offers Eight Smart Tips to Stretch Charitable Dollars During This Giving Season

October 28, 2008—With turmoil on Wall Street causing many to wonder how they can continue to support their favorite charities, Schwab Charitable released today a series of tips to help donors stretch their charitable budgets—even in tough economic times. (PDF)

Schwab Charitable Pioneers Innovative Microfinance Guarantee Program

September 24, 2008 — Schwab Charitable, one of the country’s largest and fastest growing nonprofits and facilitators of charitable giving with over $2 billion in assets and $350MM in annual grants, announced today the launch of an innovative microfinance guarantee program. It is the first program of its kind to enable donors to set aside a portion of their Charitable Gift Accounts to guarantee microfinance loans to the world’s poorest entrepreneurs to start, maintain, or expand small businesses. Guarantees are different from direct gifts to microfinance in that funds may never have to leave a donor’s account. The new program is designed to allow donors to maximize their charitable impact by putting donated dollars to use as a microfinance guarantee while they are still held in their Charitable Gift Accounts and invested for growth and future granting. (PDF)

Schwab Charitable Surpasses $3 Billion in Charitable Contributions

February 13, 2008 - Schwab Charitable announced today that total contributions to its national donor-advised fund have exceeded $3 billion since its inception. Created with a mission to increase charitable giving nationwide, Schwab Charitable Fund™ achieved the $3 billion milestone as it ended its most productive year for charitable contributions. In 2007, the Fund received more than $1 billion in donations, a jump of 40 percent from 2006. These results are expected to place Schwab Charitable among the top ten fundraising charities in the United States and the largest in the State of California. (PDF)

Schwab Charitable Fund Halves Account Minimums in Light of Strong Growth

December 5, 2007 - Schwab Charitable Fund, one of the country’s largest and fastest growing donor-advised funds, announced today that it has reduced the minimum donation to open its Charitable Gift Account from $10,000 to $5,000. The announcement comes in the context of substantial growth, as the organization approaches $2 billion in assets available for donor grant recommendations to charity. Schwab Charitable Fund’s growth rate has averaged more than 80 percent annually over the last three years. (PDF)

Survey Reveals Financial Advisors Want More Charitable Giving Information

October 28, 2007 - A new survey conducted by Penton Research and sponsored by Schwab Charitable reveals that while nearly eight out of ten financial advisors are talking with their clients about charitable giving, they are challenged to provide the level of assistance and expertise on this subject that clients desire and are coming to expect. (PDF)

A PDF of the full White Paper is available in the left margin of this page.

Schwab Charitable™ Surpasses $2 Billion in Charitable Contributions

March 7, 2007 - Schwab Charitable, one of the country’s largest and fastest growing nonprofits, announced total contributions to its national donor-advised fund have exceeded $2 billion since its inception (PDF)

Schwab Charitable™ Launches Advisor-managed Charitable Trust Services

October 24, 2006 - Leading national donor-advised fund adds charitable remainder trust offering to expand selection of strategic philanthropic options for donors and advisors (PDF)

Schwab Fund for Charitable Giving Surpasses $1 Billion in Charitable Contributions

January 6, 2006 - Fund Reaches Major Milestone with More Than $500 Million in Donations in 2005 (PDF)

Charitable Gift Accounts: the Valentine’s Gift that Truly Keeps on Giving

February 2, 2005 - Americans have proven to be extremely generous when it comes to helping the disadvantaged (PDF)

Schwab Fund for Charitable Giving Reports Record Contributions for 2003

March 4, 2004 - Economic recovery and groundbreaking new Charitable Asset Management feature lead Schwab Fund for Charitable Giving to its best year ever (PDF)

Donor Contributions to Schwab Fund for Charitable Giving More Than Double as Economic Recovery Continues

December 18 2003 - Improving economy and stock market recovery encourage more people to set aside assets for charitable giving (PDF)

Schwab Fund for Charitable Giving Launches Charitable Asset Management

October 7, 2003 - Schwab Fund for Charitable Giving today announced the launch of Charitable Asset Management, making the Fund the first leading national donor-advised fund to allow independent investment advisors to manage the investments of their clients’ donated assets (PDF)

Charitable Giving Easier, More Generous for Those Who Use Tax-Smart Charitable Gift Account

November 26, 2001 - Survey Results from Schwab Fund for Charitable Giving (PDF)