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For charities

How to effectively engage donors with donor-advised funds

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Other factsheets for charities

  • What is a donor-advised fund?

    Download now

  • How charities can benefit from donor-advised funds

    Download now

  • What charities should know about Schwab Charitable granting guidelines

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Benefits of donating appreciated non-cash assets

Help donors understand the benefits of donating appreciated non-cash assets to charity

Read an overview here (this PDF can be shared with donors).

Download now

How nonprofits are leveraging

Podcast

How nonprofits are leveraging donor-advised funds

Listen now

Additional resources

  • Make it easier for donors to give

    DAF Direct enables donors to recommend grants through their donor-advised fund directly from your website.

    Get DAF Direct

  • How to land donor-advised fund gifts

    Tips from the Chronicle of Philanthropy on engaging with donors who give through donor-advised funds.

    Download now

contact

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You may also use this form to contact us for answers or assistance.

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Disclosure

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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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 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 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.

© 2023 Schwab Charitable Fund. All rights reserved.