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Investment options

We offer a comprehensive range of investment alternatives to help meet a wide variety of goals, including socially responsible options. You can choose from either a core account or a professionally managed account.

Learn how to invest

Core account options

With a core donor-advised fund account, donors can choose among several types of investment pools from a variety of leading investment providers.

Investments available

PRE-ALLOCATED INVESTMENT POOLS SINGLE ASSET CLASS INVESTMENT POOLS
  • Conservative (EXDAX)
  • Balanced (JABAX)
  • Socially Responsible Balanced (PAXWX)
  • T. Rowe Price Personal Strategy Growth Fund (TRSGX)
Index Pools
  • Income Index (SWAGX)
  • Total Market Equity Index (SWTSX)
  • International Equity Index (SWISX)
  • Small-Cap Equity (SWSSX)
  • Inflation-Protected Bond (SWRSX)
Actively Managed Pools Money Market Pool
Irrevocable minimum initial contribution: $5,000

 For those interested in responsible investing, we offer two pools with underlying funds supporting socially responsible mandates.

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.

Pools with socially responsible mandates, for donors interested in ensuring that their investments meet the highest environmental, social and governance standards.

Not sure which to choose?

Professionally managed account options

With a professionally managed account option, you can recommend an investment advisor to create an investment strategy that helps support your philanthropic goals.

Investments Available

  • PUBLICLY TRADED SECURITIES

    • Stocks
    • Bonds and CDs
    • Mutual funds
    • Exchange-traded funds and notes
    • Socially responsible investments
  • ALTERNATIVE INVESTMENTS

    • Hedge funds
    • Private equity/venture funds
    • Real estate funds
    • Real asset funds
    • Private funds with socially responsible mandates
  • Publicly traded securities

    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, fixed income products, and socially responsible investments.

  • Alternative investments

    For our largest accounts, an independent investment advisor or wealth manager may also recommend alternative investments (including hedge funds, private equity/venture funds, private debt, and socially responsible funds) for your portfolio. All alternative investments must be reviewed and approved in advance by Schwab Charitable.