Donor-Advised Fund
What is a Donor-Advised Fund?

A modern way to give

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

You just set up an account with Schwab Charitable and contribute cash, securities, or appreciated assets. You’ll be eligible for a current-year tax deduction and can be more strategic about your giving decisions.

How a donor-advised fund works.

Make more of an impact over time.

  • Your contribution will be invested for potential growth, so you can maximize what you give to charity.
  • Make timely grants when people need the donations most.
More than 60% of our donors feel that having a Schwab Charitable account increases charitable giving.1
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A tax-smart way to manage giving.

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A tax-smart way to manage giving.

  • Contribute cash, appreciated assets, or investments that have been held for more then a year without paying capital gains taxes.
  • Contribute to your account and grant to charity at any time, not just at year-end.
Grant to charity

Make giving simple and efficient.

  • Recommend grants quickly and easily through the Schwab Charitable Client Center or Schwab Mobile app.1
  • We verify the charities and send them each a check along with a personalized grant letter featuring your own custom letterhead.
  • Keep track of your contributions and grants online, plus access a simple and personalized annual report at tax time.

Account fees and minimums.

Administrative fees, investment fees, and account minimums vary depending on the account and how it's invested. First, choose which type of account best supports your philanthropic goals and needs:

  • A core account can be established with an irrevocable minimum contribution of $5,000 and invested in any of the index or actively managed pre-approved investment pools.
  • A professionally managed account allows investors with $250,000 or more to select an investment advisor to manage the investments.

 
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