How a donor-advised fund works.
A Schwab Charitable donor-advised fund account is a simple, tax-smart investment account for charitable giving.
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Contribute
Open an account and contribute cash, appreciated assets, or investments.
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Invest
Invest in one or more of our investment pools or recommend an investment advisor to manage your account.
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Grant
Recommend grants to qualified U.S. public charities of your choice at any time.
Open an account.
Once you've set up an account with Schwab Charitable, you can contribute cash, securities, or appreciated assets, and be eligible for a current-year tax deduction. You can choose from a wide range of investment pools or manage your account with the help of an advisor.
Our mission.
Schwab Charitable is an independent 501(c)(3) public charity with a mission to make charitable giving simple and tax-smart for our clients and their investment advisors.
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$3.1 billion Contributed in 2017
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$1.6 billionGranted in 2017
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2,048 Number of investment advisory firms served1
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123,275 Number of charitable organizations supported2
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Advisors
Build deeper relationships by helping clients give wisely and tax-effectively with a Schwab Charitable account.
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Charities
We support the mission of charitable organizations by helping donors unlock their assets for charitable good.