
To maximize the potential tax-free growth of your charitable assets, we offer a wide range of investment choices to meet your charitable giving goals and risk tolerance. You can choose from either a core account or a professionally managed account.


Core account offer
Schwab CharitableTM offers a choice of 15 diverse investment pools from leading fund companies, carefully screened by the experts at the Schwab Center for Financial Research. Our lineup includes:
- Low-cost index pools across all major asset classes, designed to track a sector of a market
- Actively managed asset allocation pools that offer diversification in a single investment pool
- Actively managed socially responsible investment (SRI) pools that consider not only traditional measures of risk and return, but environmental, social, and corporate governance (ESG) factors as well*
- Actively managed single asset class pools ranging from short-term fixed income to international equity
- Tools and resources to effectively research, compare, and rebalance these investments
Core account options
- ASSET ALLOCATION POOLS
- SINGLE ASSET CLASS INVESTMENT POOLS
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ASSET ALLOCATION POOLS>>SINGLE ASSET CLASS INVESTMENT POOLS>Money Market Pool>
- Money Market (SGUXX)
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ASSET ALLOCATION POOLS>>SINGLE ASSET CLASS INVESTMENT POOLS>
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ASSET ALLOCATION POOLS>>SINGLE ASSET CLASS INVESTMENT POOLS>
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ASSET ALLOCATION POOLS>>SINGLE ASSET CLASS INVESTMENT POOLS>
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ASSET ALLOCATION POOLS
Account holders should carefully consider information contained in the prospectus, or if available, the summary prospectus, for the registered underlying mutual funds, including investment objectives, risks, charges and expenses. You can request a prospectus by calling Schwab Charitable at 800-746-6216. Please read the prospectus carefully before making contributions or recommending investment of funds.
Not sure which to choose?
Professionally managed account offer
With this option, donors can recommend an independent investment advisor to provide customized investment management for accounts with balances of $100,000 or more.
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Publicly traded securities
An investment advisor may build and manage a portfolio using the full depth and breadth of Schwab’s investment options (subject to Schwab Charitable investment policies and oversight), including:
- Stocks, bonds, and CDs
- Mutual funds, ETFs, and notes
- Socially responsible investments
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Alternative investments
For our larger accounts, your advisor may recommend alternative investments, subject to review and approval by Schwab Charitable, including:
- Hedge funds
- Private equity
- Venture funds
- Socially responsible investments