Forms
All the forms you need to establish and maintain a charitable gift fund can be found here.
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| Before opening the account, you should read the Program Policies |
For Existing Accounts:
| Re-Contribute to an Account | Once you have an account you may use our online contribution form to make a contribution from a Charles Schwab & Co., Inc. account. Simply login to the Donor Center and click on "Contribute to My Account". If you prefer to print and mail the form, or if you wish to make a contribution from an account not held with Charles Schwab & Co., Inc., you may use our Contribute to a Charitable gift fund form. |
| Recommend a Grant | For faster, easier processing, you may recommend a grant online through the Donor Center's paperless grant recommendation process. If you would prefer to print and mail or fax a grant recommendation, you may do so with our Recommend a Grant form. |
| Update Your Account | You may recommend the reallocation of investments in your charitable gift fund by logging in to the Donor Center, clicking on "Account Summary", and then "Reallocate Investments." For other changes to your charitable gift fund, or if you prefer to print and mail the form, you may use our Update a Donor-Advised Account form. |