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.

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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

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.
Fees and minimums Open an account
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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.
Contribution options Donation calculator Year-end giving guidelines
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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.
Investment options
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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.
Granting options

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.
Learn about the Charitable Legacy Program
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)

 

Schwab Charitable Fund™ is recognized as a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. Contributions made to Schwab Charitable Fund™ are considered an irrevocable gift and are not refundable. Please be aware that Schwab Charitable has exclusive legal control over the assets you have contributed. Although every effort has been made to ensure that the information provided is correct, Schwab Charitable cannot guarantee its accuracy. This information is not provided to the IRS.

Schwab Charitable does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund™, an independent nonprofit organization, which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation.

© 2023 Schwab Charitable Fund. All rights reserved.