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How to contribute to an account
Once your Schwab Charitable account is open, you’re ready to contribute.
Remember, any contribution you make is an irrevocable gift to charity.
Here are four convenient ways to contribute to your account.
You can transfer funds or securities from another account.
You can contribute appreciated non-cash assets or investments, such as non-publicly traded securities, privately held interests, or real estate.
You can send a check or transfer funds electronically.
And you can consolidate your charitable accounts by requesting a grant from an existing donor-advised fund or private foundation.
Already a Schwab brokerage client? Transferring funds or securities from one Schwab account to another is easy.
Log into Schwab.com and access your Schwab Charitable account.
Click Contribute to My Account. Then From a Schwab Account.
Indicate the number of shares, enter Cost Basis information if applicable, and hit Continue.
Want to contribute assets from outside accounts? Simply select From a Non-Schwab Account.
Complete and sign the transfer of assets form, and return it to Schwab Charitable by mail, fax, or secure message.
You’ll receive an email confirming your contribution request and, upon deposit, a receipt to be used for taxes.
That’s all there is to it. If you have any questions, just ask. We’re here to help.