Investment Options
Investment options:

Invest for potential tax-free growth

We offer a comprehensive range of investment alternatives to help meet a wide variety of goals, including socially responsible options. You can choose from either a core account or a professionally managed account.

Core account options

With a core donor-advised fund account, donors can choose among several types of investment pools from a variety of leading investment providers.

Core account options

Investments available

Investments available
  • PRE-ALLOCATED INVESTMENT POOLS
  • SINGLE ASSET CLASS INVESTMENT POOLS
  • PRE-ALLOCATED INVESTMENT POOLS

  • Index Pools 
    • Income Index
      (SWAGX)
       
    • Total Market Equity Index
      (SWTSX)

    • International Equity Index
      (SWISX)

    • Small-Cap Equity
      (SWSSX

    • Inflation-Protected Bond
      (SWRSX)
  • SINGLE ASSET CLASS INVESTMENT POOLS

    Actively Managed Pools
  • Money Market Pool 
  • PRE-ALLOCATED INVESTMENT POOLS

    Irrevocable minimum initial contribution: $5,000
  • SINGLE ASSET CLASS INVESTMENT POOLS

✶For those interested in values-aligned investing, we offer two pools with underlying funds supporting socially responsible mandates.


Donors with core donor-advised fund accounts may choose from more than a dozen investment pools that feature prescreened, top-performing mutual funds, including:

  • Pre-allocated investment pools for donors who want to recommend a diversified investment strategy with one investment choice.
  • Single asset class investment pools, both index and actively managed, that can be combined by donors who want to recommend a more customized investment strategy.
  • Pools with socially responsible mandates, for donors interested in ensuring that their investments meet the highest environmental, social and governance standards.

Investment Pools Fact Sheet  Quarterly Performance Reports

Not sure which to choose?


Professionally managed account options

With a professionally managed account option, you can recommend an investment advisor to create an investment strategy that helps support your philanthropic goals.

Investments Available

  • 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 
  • 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