Who We Serve

Who We Serve

Schwab Charitable offers small and large donors alike the ability to maximize the tax–benefits of supporting charities and building a charitable legacy through a personalized, private, and tax–smart donor–advised account.

To achieve our mission of increasing charitable giving in the United States, we serve a variety of different groups including:

WHO WE SERVE

Individual Donors

Learn how you can support charities in a tax-smart way, with no set-up costs and low ongoing expenses. 
Private Foundations

Discover how a donor-advised fund can complement or replace your foundation to better achieve your charitable goals
Investment Advisors & Wealth Managers

Provide your clients with a strategic tool to help facilitate and increase efficiency of their giving.
Family Offices

Enhance your family’s giving experience by utilizing our flexible and highly customizable offer.

Attorneys, Tax Professionals & Philanthropic Consultants

Consider how the key advantages of our offering may improve your clients’ philanthropic impact.
Charitable Organizations

Explore best practices on how to ensure that your nonprofit is eligible to receive grants from our donors.

Simply click on a one of the groups above to learn all that we can offer for you or your clients.

At Schwab Charitable, we’re dedicated to helping you improve the effectiveness of your philanthropy by providing highly personalized and innovative services at a reasonable cost. We look forward to serving you.

Need Assistance?

Call (800) 746-6216
or send us an email