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12 tax-smart tips for giving in 2023

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  • See how donors continue to increase giving

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  • Discover the new Giving Guide

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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.

  • Icon of a single apple to demonstrate assets to contribute

    1: Contribute

    Open an account and contribute cash, appreciated assets, or investments.

  • Icon of three apples showing the benefit of investing in a donor-advised fund

    2: Invest

    Invest in one or more of our investment pools or recommend an investment advisor to manage your account.

  • Icon of a gift box

    3: Grant

    Recommend grants to qualified U.S. public charities of your choice at any time.

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

  • $4.7 Billion

    Granted in 2022

  • Legacy Program - Small Icon

    Number of investment advisory firms served¹

  • Combine your dollars with your time.

    Number of charitable organizations supported²


  • 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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1. As of December 31, 2022.

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.