Year-End Contribution Guidelines
Follow these deadlines to help ensure your year-end contributions meet the IRS 2012 tax-return deadline. In addition, we recommend you follow our grant recommendation deadline to help ensure your favorite charities receive grants by year end. (Grant recommendations are not tax deductible.)
|Donor Deadline||Contribution Type||Submission Guidelines|
|November 19, 2012||Restricted stock*||Call a Donor Relations Specialist at 800-746-6216|
|November 30, 2012||Mutual fund transfers from a non-Schwab financial institution*||Mail a contribution form with your most recent mutual fund statement.|
|December 7, 2012||Stock transfers from a non-Schwab financial institution*||Submit a transfer request to the firm holding the securities.|
|December 21, 2012||Wire transfers from a non-Schwab financial institution*||Submit a transfer request to the financial institution to wire the funds.|
|December 31, 2012||Transfers from a Schwab brokerage account||Submit your request online, by fax, or by mail.|
|December 31, 2012||Checks||Mail your signed check, which must be postmarked by December 31.|
|December 31, 2012||Security certificates
(in good order)
|Submit by registered mail or delivery service, which must be postmarked by December 31.|
Grant Recommendation Guidelines
|Follow these grant recommendation guidelines to help ensure your favorite charities receive grants by year end.|
|December 12, 2012*||Grant Recommendations||Submit your recommendation online, by fax, or by mail.|
How to Submit
Online: Log in to your charitable account, then select Grant to Charity or Contribute to My Account to make your requests.
By Fax or Mail: Go to schwabcharitable.org, select the Forms Center, complete the form you need, and fax or mail.
Our office will be closed on Tuesday, December 25th and January 1st.