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Creating your Charitable Legacy Program

The Schwab Charitable Legacy Program allows you to extend your philanthropy for years to come.

Extend charitable giving over time.

By enrolling in the Charitable Legacy Program, an estate-planning strategy, you can:

  1. Support charitable organizations beyond your lifetime.

  2. Recommend successors and up to six charitable organizations as grant recipients.

  3. Increase giving to valued charities while reducing estate taxes.

Join the Charitable Legacy Program with a minimum of $100,000 for a standard donor-advised fund account, or a minimum of $250,000 for a professionally managed account. You must define an annual distribution of at least 5% per year over at least five years.

Download a PDF of our Charitable Legacy Program brochure.

Download the application to start creating your Charitable Legacy Program.

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