Features of a Schwab Charitable™ donor-advised fund account.
Fulfill your philanthropic goals and make an even greater impact on the causes that matter to you—when your donation is needed most.
How-To Video Series for Donors
Find out how simple it is to open and manage a Schwab Charitable account. These quick tutorials will walk you through it all, step by step.
Simple
- Open an account within 24 hours.
- Get started with an irrevocable contribution of $5,000.
Tax-Smart
- Get a current-year tax deduction.
- Minimize capital gains tax.
- Contribute cash, securities, or appreciated assets.
- Make additional contributions at any time.
Versatile
- Choose from a wide range of investment pools or manage your account with the help of an advisor.
- Receive acknowledgment for your grants or give anonymously if you prefer.
Convenient
- Recommend grants online or through the Schwab Mobile app.¹
- No minimum annual distribution requirement.
- Grant as much or as little as you want each year.
Establishes a Legacy
- Extend your philanthropy beyond your lifetime.
- Name your account to include your family (e.g., "The Garcia Family Fund").
- Name family members as successors to the account.
- Set up recurring gifts to ensure a legacy of charitable giving.
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Program Policies
Review the formal guidelines to open an account, make contributions, invest, and grant.