How to contribute to an account Read Transcript Open new window Transcript of the video: How to contribute to an account (advisor) With a Schwab Charitable™ account, your clients have four simple, tax-smart options to make an irrevocable contribution. Your clients can: Transfer funds or securities from another account held at Schwab or elsewhere. They can contribute appreciated non-cash assets, such as publicly traded stock, restricted stock, privately held interests, or real estate. Your clients can send a check or transfer funds electronically. Or they can consolidate their charitable accounts by requesting a grant from a donor-advised fund at another firm or from a private foundation. You’ll want to consider the tax implications of these methods to determine what’s best for your clients’ individual needs. Any time you have questions, feel free to contact us or your regional relationship manager.