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Fiscal year results

See how our donors created record impact

Marquee section

  • Navigating family philanthropy

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  • Help those impacted by recent disasters

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  • Discover the new Giving Guide

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  • Charitable giving for TD Ameritrade clients

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Tax Insignts

How a donor-advised fund works.

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

  • 1: Contribute

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

  • 2: Invest

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

  • 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 fiscal year 2022

  • Legacy Program - Small Icon
    3,295

    Number of investment advisory firms served¹

  • Combine your dollars with your time.
    215,872

    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 June 30, 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.

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