For charities:

What is a donor-advised fund?

What is a donor-advised fund

Other factsheets for charities

  • How charities can benefit from donor-advised funds

    How charities can benefit from donor-advised funds

  • How to effectively engage donors with donor-advised funds

    How to effectively engage donors with donor-advised funds

  • What charities should know  about Schwab Charitable  granting guidelines

    What charities should know about Schwab Charitable granting guidelines

What is a donor-advised fund?

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What is a donor-advised fund?

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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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