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.
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 fiscal year 20171
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$1.6 billionGranted in fiscal year 20171
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1,840 Number of investment advisory firms served2
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114,300 Number of charitable organizations supported3
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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.