This is a transcript of unscripted speech, rather than written prose, and therefore should not be relied on for grammatical accuracy. This is not a verbatim transcript. Parts have been slightly modified to improve readability.
How to access giving records
With Schwab Charitable, it’s easy to keep track of your contributions and grants online, and you can access your giving records at any time, including tax season. Here’s how it works.
Once you log in to your Schwab Charitable account, go to Account and click on Statements. Here, you’ll find past quarterly statements of your account activity.
If you go to Account History, you’ll see areas where you can review all past grants and contributions, and view letters for each transaction. Your Contribution History contains contribution receipts, which can be used for tax purposes. And you can look in Account Letters for an annual summary of all contributions and grants.
If you have any questions, just ask. We’re here to help.