Recommend Investments

Schwab Charitable Fund offers a range of investment alternatives for Charitable Gift Accounts. You can recommend investing your account assets among the following investment pools.

If you would like help recommending the appropriate investment allocation for your account, you may want to complete our quick donor profile questionnaire or view a list of sample investment allocation strategies.

Individual Investment Pools: (for donors who want to recommend a custom investment strategy by combining pools with specific objectives)

• Money Market Pool
• Income Pool
• Treasury Inflation Protected Securities (TIPS) Pool
• Large Cap Equity Index Pool
• Large Cap Equity Managed Pool
• Socially Responsible Pool
• Small Cap Equity Pool
• International Equity Index Pool
  International Equity Managed Pool
  
  

Asset Allocation Pools: (for donors who want to recommend a diversified investment strategy with one investment choice)

• Conservative Pool
• Balanced Pool
• Growth Pool1
  
  

You may recommend the account’s initial investments on the New Account Application (PDF), and recommend rebalancing the assets among the investment pools at any time, either online, or by filling out the Update a Charitable Gift Account (PDF) form. For past performance, please review the Quarterly Performance Report (PDF).

Charitable Asset Management

If your account is greater than $250,000, you can select the Charitable Asset Management feature. This allows you to recommend an independent investment advisor to actively manage a customized investment portfolio for your account by investing in a broad range of securities, including individual stocks, mutual funds, and fixed-income products in any combination.