Schwab Charitable



Schwab Charitable was created in 1999 as a national donor-advised fund with a mission to increase charitable giving nationwide by making charitable giving accessible, flexible and simple for individuals, families and their advisors. A Schwab Charitable donor-advised fund account allows investors to contribute cash or appreciated assets to a charitable account to realize the greatest possible tax benefits and then support their favorite charities over time. Serving a wide range of philanthropic investors, Schwab Charitable’s account sizes range from $5,000 to more than $500 million.

Schwab Charitable introduced professionally managed accounts in 2003, which enables investment advisors to manage the investments of donor-advised fund accounts and remains the leading provider of such professionally-managed accounts. In 2009, Schwab Charitable began offering private foundation conversion resources for private foundations considering donor-advised fund accounts as a complementary or alternative charitable vehicle. And in 2012, Schwab Charitable introduced the Charitable Legacy Program for donors who wish to extend their charitable giving intent beyond their lifetime.

Contact us today, and let us help you achieve your philanthropic goals.

Schwab Charitable Fund is an independent, tax-exempt public charity as defined in Internal Revenue Code Sections 501(c)(3), and 170(b)(1)(A)(vi). The Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.

Information provided is intended to be educational in nature and is not intended to provide legal or tax advice. A donor's ability to claim itemized deductions is subject to a variety of limitations depending on the donor's specific tax situation. Please consult your attorney or tax advisor for more information.

Schwab Charitable accepts contributions of real estate, private equity or other non-cash assets via a charitable intermediary, with proceeds of your donation transferred to your donor-advised account upon liquidation. This intermediary considers donations on a case-by-case basis, and assets typically must be valued at $250,000 or more. Call the Fund for more information at 800-746-6216.

Professionally-managed accounts are available only through independent investment advisors working with Schwab Advisor ServicesTM, a business segment of The Charles Schwab Corporation serving independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc.. While donors may recommend an advisor, the Fund must approve the recommendation. Advisors must meet certain eligibility requirements and adhere to Fund fee and investment guidelines. You may request a copy of the investment guidelines by calling us at 800-746-6216.

© 2016 Schwab Charitable Fund | All Rights Reserved

Schwab Charitable does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation. (0813-5646)

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