Our history


1999

1999

1999: Helping donors make the biggest impact

Schwab Fund for Charitable Giving is established to help donors simply and strategically achieve their charitable planning and giving goals.


2003

2003

2003: Charitable works hand in hand with advisors

Schwab Charitable is the first national donor-advised fund to introduce professionally managed accounts, which allow donors to recommend independent investment advisors to manage assets in their account.1


2004

2004

2004: More options for non-cash assets

Schwab Charitable expands the types of appreciated non-cash assets it accepts to accommodate broader charitable giving needs among donors.2


2008

2008

2008: Donors can help support innovators

As interest in microfinance emerges in the U.S. and internationally, Schwab Charitable pilots the Double Give Program, allowing donors to recommend that a portion of their accounts be used to fund microfinance loans to the world’s poorest entrepreneurs while other assets are invested for potential growth.


2009

2009

2009: A broader selection of investment pools for donors, and a service for foundations

Schwab Charitable launches a comprehensive selection of new investment pools, created by combining open-architecture index and actively managed funds from a variety of providers. Schwab Charitable also introduces a Private Foundation Service for foundations that are interested in creating a donor-advised fund.


2011

2011

2011: Funding families' futures in charity

Working with multigenerational families and their advisors, Schwab Charitable establishes a Charitable Legacy Program for donors who wish to extend their charitable intentions to the next generation and beyond their lifetimes.


2013

2013

2013: Charitable goes global

In partnership with NGOsource, Schwab Charitable expands international granting options to help facilitate direct international giving to qualified charities. Responding to the growth of global giving, Schwab Charitable is the first national donor-advised fund to partner with NGOsource to offer this approach to international grant making.


2015

2015

2015: Helping donors support international issues close to their hearts

Schwab Charitable launches a three-pronged solution that provides giving options and personalized guidance for donors who wish to grant effectively to causes, regions, and crises outside of the United States.

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