TD Ameritrade & Schwab Charitable:

Maximize your philanthropic impact

Increase your giving power with a Schwab CharitableTM  donor-advised fund account. Explore resources that can help you meet your charitable giving goals, and learn how a donor-advised fund works.

Giving your way

  • GUIDE

    Giving Guide

    Have a comprehensive structure for developing a thoughtful giving strategy.

    Download guide
  • ARTICLE

    8 Year-End Giving Strategies

    Learn how to give more while saving more on 2022 taxes.

    Read article
  • TOOLS

    Navigating Family Philanthropy

    Help your family plan for meaningful philanthropy together.

    View resources

Additional year-end resources

  • Article

    Contributing Non-Cash Assets

    Learn about a tax-smart approach to maximizing your impact.

    Learn more
  • Guidelines

    Year-End Contribution Guidelines

    Ensure contributions and grants are processed by year-end.

    See guidelines

Open an account panel

Get started

Are you ready to open an account? Doing this online is simple, and we’ll show you how to make an account contribution using cash or non-cash assets from your TD Ameritrade brokerage account or other sources.​

Open an account

How an account works

A Schwab Charitable donor-advised fund account is a simple, tax-smart investment account for charitable giving.

  • 1: Contribute

    Open an account and contribute cash, appreciated securities, or other appreciated non-cash assets.

    See contribution options

  • 2: Invest

    Consider one or more of our investment pools or appoint an investment advisor to manage a custom portfolio.

    View investment pools

  • 3: Grant

    Recommend grants to qualified U.S. public charities of your choice at any time.

    Learn where to give
 
Contact us

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:

  1. Complete the TD Ameritrade Transfer Out Form.
  2. Be sure to include your new Schwab Charitable account number on your TD Ameritrade Transfer Out Form.
  3. 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.

Learn more

Have your questions answered by a charitable specialist at 855-966-3764.

Disclosure

* A donor’s ability to claim itemized deductions is subject to a variety of limitations depending on the donor’s specific tax situation.

† Market fluctuations may cause the value of investments held in a donor-advised fund account to be worth more or less than the value of the original contribution to the funds.

** Professionally managed accounts are available only through registered investment advisors working with Schwab Advisor Services™, a business segment of The Charles Schwab Corporation serving independent investment advisors and including the custody, trading, and support services of Charles Schwab & Co., Inc. Although donors may recommend an advisor, Schwab Charitable must approve the recommendation. Advisors must meet certain eligibility requirements and adhere to fee and investment guidelines. You may request a copy of the investment guidelines by calling 800-746-6216.

Schwab Charitable™ is the name used for the combined programs and services of Schwab Charitable Fund™, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.

TD Ameritrade, Inc., member FINRA/SIPC, a subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.

Schwab Charitable Fund is recognized as a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. Contributions made to Schwab Charitable Fund are considered an irrevocable gift and are not refundable. Please be aware that Schwab Charitable has exclusive legal control over the assets you contribute.

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc., a subsidiary of The Charles Schwab Corporation.

This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab Charitable recommends consultation with a qualified tax advisor, Certified Public Accountant, financial planner, or investment advisor.

(1022-2ZA4)

 

Schwab Charitable Fund™ is recognized as a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. Contributions made to Schwab Charitable Fund™ are considered an irrevocable gift and are not refundable. Please be aware that Schwab Charitable has exclusive legal control over the assets you have contributed. Although every effort has been made to ensure that the information provided is correct, Schwab Charitable cannot guarantee its accuracy. This information is not provided to the IRS.

Schwab Charitable does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund™, an independent nonprofit organization, which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation.

© 2023 Schwab Charitable Fund. All rights reserved.