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How recordkeeping works
With Schwab Charitable, it’s easy to keep track of contributions and grants online… and you can access your records at any time—including tax season.
Here’s how it works. On your Account Overview page, you’ll see recent charitable grants and contributions.
Further down the page is an overview of your giving history.
To find quarterly statements and past grants, visit History and Statements.
Here, you can check the status of a grant recommendation. And go even deeper to see if your grant check has cleared.
Your Contribution History houses transaction confirmations, which can be used for tax reporting purposes.
And you can look in Account Letters for a copy of your annual account summary.
Not finding what you need? If you have any questions, just ask. We're here to help.