What are the Fees and Policies?

 

We’ve brought the same approach to our Charitable Trust Services that we did to donor-advised funds—making them simple, yet sophisticated, flexible, but straightforward.

Minimum $250,000
Acceptable Donations •Publicly traded securities
•Cash
•Closely-held stock (C-Corp)†
•Some real estate†
•Other non-cash assets†
 
†Accepted on a case-by-case basis.
Trust Drafting/Review Fee1 $500
Annual Administrative Fee
First $500,000 0.65%
Next $500,000 0.55%
Next $2 Million 0.45%
Next $4 Million 0.25%
Next $3 Million 0.20%
Over $10 Million 0.15%
Administrative Fee covers Schwab Charitable’s role as Trustee, Custodian & Trust Administrator2
Investment Management Fee You may recommend your independent Investment Advisor to manage the investment of your charitable trust in return for a negotiated fee3

1. This fee is charged to the trust assets for drafting and review of the trust document. Additional remediation fees will apply for transfer of an existing trust.

2. Trustee, custodial, and administrative services are provided by Schwab Charitable Trust Services, LLC.

3. Charitable Trust Services requires that investment advisors work with Schwab Institutional®, a division of Charles Schwab & Co., Inc.. While a donor/trustor may recommend an advisor, as trustee, Schwab Charitable must approve the recommendation. Advisors must meet certain eligibility requirements and adhere to Schwab Charitable’s fee and investment guidelines. You may request a copy of the investment guidelines by calling us at (800) 746-6216.

  

Call a Donor Relations Specialist:
(800) 746-6216
Monday to Friday, 11am - 8pm ET

You may also contact us via email to ask questions or to request printed materials.