Maximize your Philanthropic Impact
Schwab Charitable™ has been helping clients achieve maximum impact with their charitable giving for over 20 years, and we welcome the opportunity to extend our support to TD Ameritrade clients.
Simply open a donor-advised fund account with Schwab Charitable online or through paper forms and contribute cash or appreciated non-cash assets such as publicly traded stock, mutual funds, or ETFs from your existing TD Ameritrade brokerage account or other sources. Our charitable specialists will work with you step by step through the asset transfer process.
To get started, enter your information below to open an account.
Open an account
How an account works
Open an account and contribute cash or appreciated securities like publicly traded stock, mutual funds or ETFs, or other non-cash assets held for more than a year. Schwab Charitable is a 501(c)(3), so your contribution is tax-deductible, if you itemize deductions. This means that you can claim a fair market value charitable deduction for the tax year in which the contribution was made, and you can potentially eliminate the capital gains tax you would otherwise incur if you sold the assets and donated the proceeds.* The potential elimination of capital gains tax may increase the amount available for your favorite charities and causes by up to 20% depending on your personal income tax level.
Learn about contribution options
Recommend how the assets in your account are invested for potential tax-free growth with the objective of having even more to give to charity. Choose from among 15 diverse investment pools that are carefully screened by Schwab Center for Financial Research.† If your account is over $250,000, you may appoint a registered investment advisor** to help manage the portfolio, incorporating an even broader range of investment options available through Schwab.
Learn about investment options
Recommend grants of $50 or more at any time to an eligible charity. All assets in your account are exclusively for charitable giving, so you have the flexibility to give now or over time to provide ongoing support. Recommend grants online or through the Schwab mobile app. Visit SchwabCharitable.org for online resources to help with researching charities and supporting unforeseen needs such as COVID-19 and natural disasters.
Learn about granting options
Once you have opened your Schwab Charitable account, you may fund your account with irrevocable contributions of cash, appreciated securities or other non-cash assets. Consider donating appreciated non-cash assets held more than one year as a tax-advantaged way to maximize your impact. Complete the transfer of your assets from TD Ameritrade with these three simple steps:
- Complete the TD Ameritrade Transfer Out Form.
- Be sure to include your new Schwab Charitable account number on your TD Ameritrade Transfer Out Form.
- Return the completed Transfer Out Form to TD Ameritrade using the delivery instructions on the form.
Note: a Schwab Charitable Transfer of Assets Form is not needed and should not be completed.