About Schwab Charitable™

Schwab Charitable is an independent public charity created in 1999 to help clients more effectively meet their charitable giving needs through a donor-advised fund account.

A Schwab Charitable donor-advised fund account allows investors to contribute cash or appreciated assets to a charitable account to realize the greatest possible tax benefits—and then support their favorite charities over time. Serving a wide range of philanthropic investors, Schwab Charitable’s accounts range in size from $5,000 to more than $500 million.

Our mission

Schwab Charitable's mission is to make charitable giving more tax-smart, simple and efficient for our clients and their investment advisors.

We recognize that Americans are among the most generous people in the world, giving more to charity than citizens of any other country. We also recognize that their giving power could be even greater if approached in a more thoughtful and strategic way. That's why we offer our clients the tools, guidance, and relationships they need to approach giving in much the same way they approach savings and investments.

With Schwab Charitable, clients are empowered to incorporate charitable planning into their everyday lives, giving them the potential to make a bigger difference in the world.

Contact us today, and let us help you achieve your philanthropic goals.

Donor satisfaction scores

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Schwab Charitable is particularly proud of the service culture and the warmth and personalization offered to account holders.

Schwab Charitable measures account-holder satisfaction, using the popular and reputable net promoter methodology1 with exceptional ratings.

In response to the question2 "How likely is it that you would recommend Schwab Charitable to a friend or colleague?", 76% of respondents gave a score of 9 or 10.


1. Net Promoter is a prominent customer loyalty metric that is simple to understand and provides a stable measure of performance that can be compared across industries.

2. 2017 year-end survey of all Schwab Charitable donors.

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.