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Forms for Donors

  • Open an account

    Here you can complete the online application to open an account. You will need to be a permanent U.S. resident and supply your Social Security number, date of birth, and contact information for each person listed on the account. When you are done, simply print the completed application and fax or mail back to us.

  • Contribute to your account

    If you are a Schwab client and your Schwab Charitable account is already open, you can make contributions to your donor-advised fund account directly from your Schwab account. But if you prefer to print, complete, and mail or fax the form, or if you want to make a contribution from a non-Schwab account, you can use this form.

  • Recommend a grant

    You can always recommend a grant online. But if you prefer to print, complete, and mail or fax a grant recommendation, you can use this form.

  • Update your account information

    You can reallocate your investments online or update account information online any time. But if you prefer to print, complete, and mail or fax your reallocation, or make other changes to your account, you can use this form.

  • Delivery Instructions

    Here you can find instructions for sending documents to Schwab Charitable, wire transfers, electronic funds transfers, mailed checks and physical security certificates, DTC-eligible securities, and Fed-book entry securities.

  • Transfer assets from non-Schwab accounts

    You can contribute funds that are not in Charles Schwab accounts, as well as securities, by printing, completing, and then mailing or faxing this form.