Getting Started

The first step in getting started with Schwab Charitable’s trust services is to discuss charitable remainder trusts with your attorney and investment advisor. We can help facilitate that conversation by providing you with printed materials explaining our unique approach.

We would also welcome the opportunity to answer any questions you may have about charitable planning in general and Charitable Trust Services specifically.

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Note to Schwab
Charitable’s Staff:
 
Please have a representative from Schwab Charitable call me.
Request printed materials about Schwab Charitable Fund.
Request printed materials about Charitable Trust Services.
 
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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.