Blue gift with Schwab Charitable logo on the name tag

Four Ways to Maximize Charitable Giving Impact in 2021

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How a donor-advised fund works.

A Schwab Charitable donor-advised fund account is a simple, tax-smart investment account for charitable giving.

Open an account.

Open an account.

Once you've set up an account with Schwab Charitable, you can contribute cash, securities, or appreciated assets, and be eligible for a current-year tax deduction. You can choose from a wide range of investment pools or manage your account with the help of an advisor.


Our Mission

Our mission

Schwab Charitable is an independent 501(c)(3) public charity with a mission to increase charitable giving in the U.S. by providing a tax-smart and simple giving solution to donors and their investment advisors.

Our mission

  • $3.7 BILLION

    Granted in fiscal year 2021

  • Legacy Program - Small Icon
    2,879

    Number of investment advisory firms served¹

  • Combine your dollars with your time.
    193,000

    Number of charitable organizations supported²

Advisors

  • Advisors

    Build deeper relationships by helping clients give wisely and tax-effectively with a Schwab Charitable account.

  • Charities

    We support the mission of charitable organizations by helping donors unlock their assets for charitable good.

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Disclosure

1. As of December 31, 2020.

2. Since inception in September 1999.

A donor's ability to claim itemized deductions is subject to a variety of limitations depending on the donor's specific tax situation. Consult your tax advisor for more information.

Schwab Charitable accepts illiquid assets for contribution on a case by case basis.

Schwab Charitable does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

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