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
Have a comprehensive structure for developing a thoughtful giving strategy.
ARTICLE8 Year-End Giving Strategies
Learn how to give more while saving more on 2022 taxes.
TOOLSNavigating Family Philanthropy
Help your family plan for meaningful philanthropy together.
Additional year-end resources
ArticleContributing Non-Cash Assets
Learn about a tax-smart approach to maximizing your impact.
GuidelinesYear-End Contribution Guidelines
Ensure contributions and grants are processed by year-end.
Open an account panel
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.
How an account works
A Schwab Charitable donor-advised fund account is a simple, tax-smart investment account for charitable giving.
Open an account
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.