How the Program Works

How the Program Works

Schwab Charitable Fund, a leading national donor-advised fund, allows donors to potentially realize the greatest tax benefits of charitable giving while flexibly supporting their favorite charities over time. It is accessible to donors of all sizes and, unlike most planned giving alternatives, is simple, efficient, and low cost. It also enables donors to customize their experience and maintain their privacy if desired.

For some donors, an account with Schwab Charitable Fund is an attractive alternative to a private foundation. For others, it can serve as a strategic complement to an existing foundation, trust, or supporting organization.

Program Chart

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