
Features of a Schwab Charitable™ donor-advised fund account
Fulfill your philanthropic goals and make an even greater impact on the causes that matter to you—when your donation is needed most.
How-to video series for donors
Find out how simple it is to open and manage a Schwab Charitable account. With no opening account minimums it's even easier to get started.
Tutorial deck


Simple
- Open an account within 24 hours.
- Get started with an irrevocable contribution of cash, securites, or other non-cash assets.
- No minimum initial contribution.


Tax-Smart
- Get a current-year tax deduction.
- Minimize capital gains tax.
- Contribute cash, securities, or appreciated assets.
- Make additional contributions at any time.


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.


Convenient
- Recommend grants online or through the Schwab Mobile app.¹
- 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.

Ready to open an account?
Ready to open an account?
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Program Policies
Review the formal guidelines to open an account, make contributions, invest, and grant.
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FAQs
Find answers to your giving questions.