Recommend Investments

Schwab Charitable Fund offers a range of investment alternatives for your donated assets. You can recommend investing your account assets among the following investment pools, which have different levels of risk and return (PDF):

• Money Market Pool
• Intermediate Income Pool
• Balanced Pool
• Equity Income Pool
• Equity Value Pool
• Equity Index Pool
• International Pool

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.

Charitable Asset Management

If your account is greater than $250,000, you can select the Charitable Asset Management feature. This allows 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.