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Our history

Schwab Charitable™ has been supporting your charitable giving since 1999. Over the years, we have introduced a number of innovations to provide an easy-to-use, highly personalized, private, and low-cost service to facilitate charitable giving.

  • 1999

    Schwab Fund for Charitable Giving is established to help donors simply and strategically achieve their charitable planning and giving goals.

  • 2003

    Schwab Charitable is the first national donor-advised fund to introduce professionally managed accounts, which allow donors to recommend independent investment advisors to manage assets in their account.¹

  • 2004

    Schwab Charitable expands the types of appreciated non-cash assets it accepts to accommodate broader charitable giving needs among donors.²

  • 2008

    As interest in microfinance emerges in the U.S. and internationally, Schwab Charitable pilots the Double Give Program, allowing donors to recommend that a portion of their accounts be used to fund microfinance loans to the world’s poorest entrepreneurs while other assets are invested for potential growth.

  • 2009

    Schwab Charitable launches a comprehensive selection of new investment pools, created by combining open-architecture index and actively managed funds from a variety of providers. Schwab Charitable also introduces a Private Foundation Service for foundations that are interested in creating a donor-advised fund account.

  • 2011

    Working with multigenerational families and their advisors, Schwab Charitable establishes a Charitable Legacy Program for donors who wish to extend their charitable intentions to the next generation and beyond their lifetimes.

  • 2013

    In partnership with NGOsource, Schwab Charitable expands international granting options to help facilitate direct international giving to qualified charities. Responding to the growth of global giving, Schwab Charitable is the first national donor-advised fund to partner with NGOsource to offer this approach to international grant making.

  • 2015

    Schwab Charitable launches a three-pronged solution that provides giving options and personalized guidance for donors who wish to grant effectively to causes, regions, and crises outside of the United States.