Features

Account overview and tutorials

See how simple it is to open and use a Schwab Charitable™ donor-advised fund account.


How to open an account

How to open an account

View the steps to open an account within minutes.

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How to contribute to your account

How to contribute to your account

Learn how to give cash, securities, and other assets to your account.

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How to invest and rebalance

How to invest and rebalance

See how easy it is to rebalance invested assets.

A couple planting trees

How to grant

How to recommend a grant

Support your favorite charities in five steps.

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How to access giving records

How to access giving records

Keep track of contributions and grants.

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Icon of a calendar with the number 1
Icon of a calendar with the number 1

Simple

  • Open an account within 24 hours.
  • Get started with an irrevocable contribution of cash, securities, or other non-cash assets.
  • No minimum initial contribution.
Icon of a document with the word tax at the top
Icon of a document with the word tax at the top

Tax-Smart

  • Get a current-year tax deduction.
  • Minimize capital gains tax.
  • Contribute cash, securities, or appreciated assets.
  • Make additional contributions at any time.
Icon of a folder with an outline of a person
Icon of a folder with an outline of a person

Versatile

  • Choose from a wide range of investment pools or manage your account with the help of an advisor.
  • Receive acknowledgment for your grants or give anonymously if you prefer.
Icon of a gift box
Icon of a gift box

Convenient

  • Recommend grants online or through the Schwab Mobile app.
  • No minimum annual distribution requirement.
  • Grant as much or as little as you want each year.

Establishes a Legacy

  • Extend your philanthropy beyond your lifetime.
  • Name your account to include your family (e.g., "The Garcia Family Fund").
  • Name family members as successors to the account.
  • Set up recurring gifts to ensure a legacy of charitable giving.
Establishes a legacy

Ready to open an account?

Want to start giving with an account?

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Disclosure

A donor’s ability to claim itemized deductions is subject to a variety of limitations, depending on the donor’s specific tax situation. Donors should consult their tax advisors for more information.

(0523-38LZ)