What We Offer
What We Offer
Our products and commitment to service can help facilitate your simple, efficient and tax-smart philanthropy.
Schwab Charitable Fund
A donor-advised fund with Schwab Charitable offers these key advantages:
A donor-advised fund with Schwab Charitable offers these key advantages:
- The ability to contribute cash or appreciated assets to realize the greatest possible tax benefits while supporting a donor's favorite charities1
- The opportunity to serve a wide range of philanthropic investors. We manage account sizes from $5,000 to more than $400 million
- Flexible investment choices that allow donors to choose from best-in-class investment pools
- A low grant minimum of $50 that enables donors to support a wider range of giving over a longer period of time
Private Foundation Conversion Service
Our customized service is designed for private foundations considering a donor-advised fund as a complementary or alternative charitable vehicle. Benefits of our service include:
Our customized service is designed for private foundations considering a donor-advised fund as a complementary or alternative charitable vehicle. Benefits of our service include:
- Reduced expenses, fewer administrative burdens, and increased grant-making privacy
- Tools and objective advice to determine whether a conversion is the best solution for your philanthropic needs
- Our team's guidance and expertise through the conversion process: help with the paperwork specific to the state where the foundation is held and support to transfer assets into a donor-advised fund
Charitable Legacy Program
Donors who wish to ensure their charitable giving extends beyond their lifetime may enroll in the Charitable Legacy Program, an estate-planning strategy that provides these ongoing advantages:
Donors who wish to ensure their charitable giving extends beyond their lifetime may enroll in the Charitable Legacy Program, an estate-planning strategy that provides these ongoing advantages:
- Offers donors the flexibility to support charitable organizations over time after their death
- Allows both increased giving to valued charities as well as reduced estate taxes
- Serves as a final message that reflects a donor's personal values and leaves a lasting legacy
1. A donor’s ability to claim itemized deductions is subject to a variety of limitations depending on the donor’s specific tax situation. Consult your tax advisor for more information.
Need Assistance?
Call (800) 746-6216
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