Learn about the fees and policies of a Charitable Gift Account

 
  

Involving Your Financial Advisor

 

Charitable Asset Management gives donors the ability to nominate an independent investment advisor to manage the assets in their Charitable Gift Account of $250,000 or more.1 The investment advisor may invest in a broad range of securities, including stocks, bonds, and mutual funds.

Schwab Charitable Fund was the first leading national donor-advised fund to offer donors this level of investment flexibility and personalized management of the assets they have contributed.

We developed Charitable Asset Management because our donors wanted their investment advisors involved in the management of their Charitable Gift Accounts.

The appeal of Charitable Asset Management is greatest among donors who value customized investment management by an experienced professional.

For more information about Charitable Asset Management, please call us at 800-746-6216.

1. Charitable Asset Management is available only through independent investment advisors working with Schwab Institutional®, a division of Charles Schwab & Co., Inc., or U.S. Trust, a subsidiary of The Charles Schwab Corporation and affiliate of Charles Schwab & Co., Inc. While a donor may recommend an advisor, the Fund must approve the recommendation. Advisors must meet certain eligibility requirements and adhere to Fund fee and investment guidelines. You may request a copy of the Fund’s investment guidelines by calling us at (800) 746-6216.