How the Program Works
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.)
Contribution Deadlines
| 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.
* Initiating a contribution or grant recommendation by this date does not guarantee that Schwab Charitable will receive it by year end.
Need Assistance?
Call (800) 746-6216
or send us an email
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