Private Foundation Conversion Service

Private Foundations wishing to explore whether a donor-advised fund might be an appropriate vehicle to help to facilitate their philanthropy can make use of our Private Foundation Conversion Service.

Many private foundation directors struggle with the expense, administrative burden and lack of privacy of their foundations, and wonder if a donor-advised fund might be a good complement or alternative to their foundations. Schwab Charitable's Private Foundation Conversion Service is specifically designed to help determine whether one or both vehicles is appropriate and, if desired, provides guidance throughout the conversion process. This includes assisting with paperwork associated with the transfer in the state where the foundation is held, facilitating the transfer the foundation assets to a charitable gift fund, and working with the donor and their advisors on all associated issues throughout the transition.

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