Contact Us
Call a Donor Relations Specialist:
(800) 746-6216

Monday to Friday, 11am - 8pm ET. You may also contact us via email.
Benefits Comparison: Private Foundation versus Donor-Advised Fund
Private Foundation Conversion Service
   We work with you and your
   advisor(s) on all issues
   associated with transition.
Additional Resources

Wall Street Journal
Time to Convert?
Wealth Manager
If the Shoe No Longer Fits (PDF)
Trusts & Estates Journal
Breaking Up Is (Not So) Hard to Do (PDF)
 

PRIVATE FOUNDATION VERSUS DONOR-ADVISED FUND:
Which is Better for Your Giving?

Whether you currently have a private foundation and are questioning whether it continues to meet your needs OR you are undecided about which charitable vehicle to establish for your giving, Schwab Charitable can help.

Start by taking our Private Foundation versus Donor-Advised Fund Self-Assessment Survey to see which charitable vehicle better suits your particular philanthropic circumstances. To view a fillable PDF of the Survey, please provide your name and e-mail address below:

Important Note: Schwab Charitable will not provide your contact information to any third party. While we intend to follow up with you via e-mail to gauge your interest in our services, we will not contact you beyond that point if you do not express an interest. View our Privacy Policy here.

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