Tax-smart strategies
Tax-smart strategies

Maximize charitable 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.

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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 2020

  • Legacy Program - Small Icon
    3,006

    Number of investment advisory firms served¹

  • Combine your dollars with your time.
    183,000

    Number of charitable organizations supported²

See the 2020 Year-End Giving Report

Advisors

  • Advisors

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

    Learn how we help advisors

  • Charities

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

    Learn how we help charities

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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.

Schwab Charitable Fund™ is recognized as a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. Contributions made to Schwab Charitable Fund are considered an irrevocable gift and are not refundable. Please be aware that Schwab Charitable has exclusive legal control over the assets you have contributed. Although every effort has been made to ensure that the information provided is correct, Schwab Charitable cannot guarantee its accuracy. This information is not provided to the IRS.

Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund™, an independent nonprofit organization, which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation.

Schwab Charitable Fund. All rights reserved.

(0321-1620)

 

Schwab Charitable Fund™ is recognized as a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. Contributions made to Schwab Charitable Fund are considered an irrevocable gift and are not refundable. Please be aware that Schwab Charitable has exclusive legal control over the assets you have contributed. Although every effort has been made to ensure that the information provided is correct, Schwab Charitable cannot guarantee its accuracy. This information is not provided to the IRS.

Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund™, an independent nonprofit organization, which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation.

© 2021 Schwab Charitable Fund. All rights reserved.