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How a donor-advised fund works.

A Schwab Charitable donor-advised fund account is a simple, tax-smart investment account for charitable giving.

  1. Contribute

    Open an account and contribute cash, appreciated assets, or investments.

  2. Invest

    Invest in one or more of our investment pools or recommend an investment advisor to manage your account.

  3. 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.

  • $3.1 billion Contributed in fiscal year 20171

  • $1.6 billionGranted in fiscal year 20171

  • 1,840 Number of investment advisory firms served2

  • 114,300 Number of charitable organizations supported3

  • Advisors

    Build deeper relationships by helping clients give wisely and tax-effectively with a Schwab Charitable account.

  • Charities

    We support the mission of charitable organizations by helping donors unlock their assets for charitable good.