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Open an account today.

A modern way to give

Here’s what you will need:

  • A U.S. permanent resident address, Social Security Number, date of birth, and contact information for each person listed on the account
  • A signature for each account holder
  • An opening account balance of 5,000 or more in the form of cash or non-cash assets like securities, publicly traded stock or even real estate
  • Funding information, depending on the method you choose to contribute to your account
  • Confirmation that you have reviewed and agreed to the terms and conditions of our Program Policies
  • If you are an investment advisor and would like to open an account on behalf of your clients, please see next steps and advisor forms

Apply online

  • Evaluate charities

    Apply online

    Learn how your account works with our program guidelines and agree to the terms and conditions of our Program Policies.

    If you will be funding your account with assets currently custodied with Schwab, you may do so through Schwab.com.

    If you will be funding your account with assets from an institution other than Charles Schwab and Co., Inc, please complete the Transfer of Assets form in addition to the new account application.

    You can always view our tutorial on how to open and fund an online account.

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    Mail or fax

    Regular mail:
    Schwab Charitable
    P.O. Box 628298
    Orlando, FL 32862

    Overnight delivery:
    Schwab Charitable
    1958 Summit Park Dr. Suite 200
    Orlando, FL 32810

    Fax: 877-535-3852

Nominate your advisor

You may also nominate your advisor to open and manage your account

Schwab Charitable account holders may nominate an independent investment advisor to manage their account. Please contact your advisor if you want to get started with this option.

Open account

Once your new account is open, you may make an irrevocable contribution of $5000 or more in the form of cash or non-cash assets like securities, publicly traded stock or even real estate.

Learn more about contributing to you account here >

Review and agree to the Program Policies terms and conditions.

Program policies

Get in touch with us

Get in touch with us

It’s easy to get in touch with Donor Relations, who will follow up on your questions quickly.

Monday–Friday
9:00 a.m.–7:00 p.m. ET
Phone: 855-966-3764

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