Schwab Charitable is a Leader in Donor–Advised Fund Investment Flexibility & Sophistication
We provide a comprehensive range of investment alternatives for donor-advised accounts–from simple to complex–to meet a variety of our donor's goals. We offer two options:
- Standard Donor-Advised Account: Donors can recommend investments from among 13 investment pools
- Professionally Managed Account: Donors may recommend an investment advisor to create a customized strategy to meet specific philanthropic goals
| Offer: | Standard Donor-Advised | Professionally-Managed | ||
| < Lower complexity/customization | Higher complexity/customization > | |||
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| Investments Available: |
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| Account Minimum: | $5,000 | $5,000 | $250,000 | $10 Million |
Investment Pools:
Standard donor-advised accounts may choose among 13 investment pools which feature pre-screened top performance mutual funds, including:
- 4 Pre–Allocated Investment Pools for donors who want to recommend a diversified investment strategy with one investment choice
- 9 Single Asset Class Investment Pools that can be combined by donors who want to recommend a more customized investment strategy.
If you would like help recommending the appropriate investment allocation for your account, you may want to complete our quick donor profile questionnaire, view a list of sample investment allocation strategies or consult your investment advisor.
Publicly-traded securities:
For accounts of more than $250,000, a donor may recommend an independent investment advisor to actively manage a customized investment portfolio for the account, subject to Schwab Charitable investment policies and oversight.
Alternative Investments:
For accounts with more than $10,000,000, an independent investment advisor or wealth manager may also recommend alternative investments (including hedge funds and private equity/venture funds) for the portfolio. All privately-offered alternative investments must be reviewed and approved in advance by Schwab Charitable.
Donors should carefully consider information contained in the prospectus for the registered underlying mutual funds, including investment objectives, risks, charges and expenses. You can request a prospectus by calling the Fund at (800) 746-6216. Please read the prospectus carefully before making contributions or recommending investment of funds.
Professionally-managed accounts are available only through independent investment advisors working with Schwab Advisor ServicesTM (formerly Schwab Institutional), 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.Need Assistance?
or send us an email