Charitable giving resources for you
Helping you achieve maximum impact
Learn how Schwab CharitableTM can help you maximize your philanthropic impact and increase your giving power.
Benefits of DAFs
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Charitable guidanceWith over 1.5 million charities in the U.S., choosing a charitable cause can be challenging. We offer resources and tools to help you identify, explore, and give to charities most meaningful to you. You may also download the Schwab Charitable Giving Guide, a powerful new tool to help you build a strategic giving plan, no matter where you are in your philanthropic journey.
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Tax-smart givingMinimize taxes while maximizing charitable impact in three ways:
1) Contribute cash, securities, or other non-cash assets and be eligible for a current-year tax deduction, if you itemize
2) Potentially eliminate capital gains taxes on contributions of appreciated non-cash assets held for more than one year
3) Invest the assets for potential growth, tax free. -
Investment optionsInvest assets in your account for potential growth, tax-free, with the objective of having even more to give to charity. Make an investment recommendation from a diverse range of investment pools with a core account. Or, for accounts with $100,000 or more, appoint an advisor to recommend a broader range of options with a professionally managed account.
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Fees and minimumsIt costs nothing to open a core account, nor are there any contribution minimums. The Schwab Charitable account is cost-effective with competitive administrative fees covering the expenses of operating a donor-advised fund and investment fees which vary based on the size of the account. The minimum grant recommendation is $50.
Ready to open an account?
Is a donor-advised fund right for me?
Find out if a donor-advised fund is the right fit for you – as your primary charitable vehicle or a complement to a private foundation.
FAQs
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- Simple: Get started with an irrevocable contribution of cash, securities, or other non-cash assets.
- Tax-smart: Get a current-year tax deduction, minimize capital gains tax, and more.
- Versatile: Choose from a wide range of investment pools, manage your account with the help of an advisor, and receive acknowledgment of your grants.
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Answer simple questions to help you assess whether or not a donor-advised fund, a private foundation — or a combined approach — is right for your charitable goals. Learn more.
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Explore the differences between a donor-advised fund and a private foundation. Download the brochure.
Contact us
To talk with a Schwab Charitable specialist, please call 855-966-3764.