We offer a comprehensive range of investment alternatives to help meet a wide variety of goals. You can choose from either a core account or a professionally managed account.
With a core donor-advised fund account, donors can choose among several types of investment pools from a variety of leading investment providers.
|PRE-ALLOCATED INVESTMENT POOLS||SINGLE ASSET CLASS INVESTMENT POOLS|
Actively Managed Pools
Money Market Pool
|Irrevocable minimum contribution: $5000|
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.
Not sure which to choose?
With a professionally managed account option, you can recommend an investment advisor to create an investment strategy that helps support your philanthropic goals.
For accounts of more than $250,000, you may select an independent investment advisor to actively manage a customized investment portfolio (subject to Schwab Charitable investment policies and oversight). The portfolio may comprise a broad universe of publicly traded securities, including individual stocks, mutual funds, exchange-traded funds, and fixed income products.
For our largest accounts, an independent investment advisor or wealth manager may also recommend alternative investments (including hedge funds, private equity/venture funds, and private debt) for your portfolio. All alternative investments must be reviewed and approved in advance by Schwab Charitable.