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.
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Select From the following: Open a Charitable Gift Account by completing the online fill-and-print application. Irrevocably contribute at least $5,000 in securities, cash, or other assets. Recommend investments for your account, for tax-free potential growth. Recommend grants of $100 or more to any qualified U.S. tax-exempt charity. |
Expanded Investment Options for Charitable Gift AccountsSchwab Charitable Fund is excited to introduce an expanded array of investment pools for Charitable Gift Accounts. Donors have access to twelve investment pools, including three asset allocation pools and nine specific asset class pools. Underlying investments include index and actively managed funds and a socially responsible fund. They offer the freedom to recommend from a wide variety of highly regarded mutual fund families, including American Century, Janus, Manning & Napier, Parnassus, PIMCO and Schwab. Individual Investment Pools: (for donors who want to recommend a custom investment strategy by combining pools with specific objectives)
Asset Allocation Pools: (for donors who want to recommend a diversified investment strategy with one investment choice)
Also available is a new Advice Tool which includes a quick and easy donor profile questionnaire to help donors recommend an appropriate investment allocation strategy.
1. The Growth Pool is invested in Preferred share class holdings of the Schwab Market Track Growth Portfolio. Schwab Market Track Growth Portfolio mutual fund report card is for the investor share class. Preferred share class holdings are the same, but expense ratio is lower. |
Call a Donor Relations Specialist: You may also contact us via email to ask questions or to request printed materials.  |