At Schwab Charitable™, we’re committed to respecting and safeguarding the privacy of potential donors, current donors, and all others associated with a charitable account or charitable trust. Explore this policy to learn what kind of information we collect, how we use and share that information, and how you can tell us to limit sharing some of that information.
Simply put, we do not and will not sell your personal information to anyone, for any reason, at any time.
Within Schwab Charitable and our service providers such as third-party vendors, we restrict access to your personal information to those who require it to provide our services to you. For example, we have entered into a number of arrangements with Charles Schwab & Co., Inc.® to provide investment management and administrative services. Any third party vendor is contractually obligated not to disclose or use your personal information for any purpose other than providing services to Schwab Charitable.
We do not sell or rent Donor Party names or personal information to any third party including any firm, vendor or non-profit organization. We do not share your personal information with any third party including any firm, vendor or non-profit organization for their marketing or fundraising purposes.
We may share the personal information that we capture with government agencies or other regulatory bodies and law enforcement officials (for example, for tax reporting or for reporting suspicious transactions) to the extent necessary to comply with applicable laws or valid legal processes.
We take precautions to ensure the information we capture about you is protected and is accessed only by authorized individuals or organizations. Companies we use to provide support services are not allowed to use information about a Donor for their own purposes and are contractually obligated to maintain strict confidentiality. We limit their use of information to the performance of the specific services we have requested.
We restrict access to personal information by our employees and agents. Our employees are trained about privacy and are required to safeguard personal information.
We maintain physical, electronic and procedural safeguards to protect personal information.
Identity theft is a serious concern to all of us. Safeguarding information to help protect you from identity theft is our priority. We take steps to protect you from identity theft by:
You can also help protect your identity and accounts. Here are a few steps to remember:
We are committed to keeping accurate, up-to-date records to help ensure the integrity of the information we maintain about you. If you identify an inaccuracy in this information, or you need to make a change to it, please contact us promptly by calling 800-746-6216.
We will provide you with advance notice of important changes to our information-sharing practices.
The term "Schwab Charitable Fund" refers to Schwab Charitable Fund and the term "Account" refers to your account with Schwab Charitable Fund.
The Donor Center is the area of our Web Site available only to donors and others associated with a donor's Account with Schwab Charitable Fund, such as nominators, investment advisors, successors, etc. (each referred to herein as "you" and collectively referred to herein as "Donor "). The Donor Center provides a private and secure Web environment to make contributions, recommend grants, and access Account information. Logging in to the Donor Center requires both a logon ID and a password individually selected by each Donor Party. The Donor Center uses leading encryption technology so that the data we transmit to you and the data you transmit to us across the Internet is safe. Secure data includes account information, grant recommendations, and email sent from within the Donor Center.
Anytime you enter a transaction or provide personal information in our Donor Center (such as an account number or password), we encrypt it using Secure Socket Layer (SSL) technology. SSL protects information as it crosses the Internet. To support this technology, you need an SSL3-capable browser. We recommend using a strong encryption, 128-bit browser such as Netscape Navigator 7.0 or higher, Microsoft's Internet Explorer 6.0 or higher, or AOL 8.0 or higher. These browsers will activate SSL3 automatically whenever you sign on to an Account.
You can tell if you are visiting a secure area within the Web Site by looking at the symbol on the bottom of your browser screen. In the above-referenced browsers, you will see either a lock or a key. When the symbol appears unbroken or the padlock is in the locked position, your session connection is taking place via a secure server.
If you need a strong encryption browser, you can go to the Netscape web site or the Microsoft web site to download the latest Navigator or Internet Explorer browser. We do not recommend the use of beta browser versions.
For immediate technical support on browsers, please contact the browser provider. For general questions on Schwabcharitable.org, please contact 800-746-6216.
Your Donor Center password is your private entry key into an Account. You should never share it with anyone and you should change it periodically. You can change your password any time you like after logging in to our Donor Center.
Our password requirements, which facilitate online account security, are as follows:
Your password must be 6-8 characters long. It also must:
After you've finished accessing the Donor Center, don't forget to log off. This prevents someone else from accessing the Account if you leave your computer and your session hasn't "timed out," or automatically shut down.
For security reasons and to guard the safety of your data, access to this site is limited to SSL-capable browsers like Netscape Navigator 4.06 or higher or Microsoft's Internet Explorer 4.01 or higher. Under no circumstances should you use any software, program, application, or any other device to access or log-in to Schwab Charitable Fund Web Site, or to automate the process of obtaining, downloading, transferring, or transmitting any content to or from Schwab Charitable Fund's computer systems, Web Site, or proprietary software.
When you interact with our online channels, such as our Web Site or through email or a wireless device, we strive to make that experience easy and meaningful. To do so, we use several tools. When you come to our Web Site, our Web server sends a cookie to your computer. A cookie is simply an electronically transmitted file that holds small pieces of information. When you navigate through our Web Site, your browser "requests" pages for you to view, and that request will include the information stored in the cookie we previously sent to your computer. This process is like an electronic "handshake" between our system and your computer; the information exchanged allows us to recognize your browser.
Standing alone, cookies, GIFs and other Web tools, as well as data derived from them, do not identify you personally. They merely recognize your browser. Unless you choose to identify yourself to Schwab Charitable, either by responding to a promotional offer, opening an account, or registering for an online service, you remain anonymous to us.
Email is an important communication channel between Schwab Charitable and the Donor.
Email sent from within Schwab Charitable Fund's Donor Center (after you have logged on with your Account number and password) is secured with the same Secure Socket Layer (SSL) technology we use to transmit private account information. So please remember that any email you send to Schwab Charitable Fund identifying your account should originate in the secure Donor Center.
We may also use your email address to send you information about services and products we believe may be of interest to you. If you do not want to receive email related to these services and products, simply log into the Donor Center and send us an email from the Contact Us section or call us at 800-746-6216.
If you receive an email from us about a product or service, you may unsubscribe to future emails about that product or service by following the instructions in the email message.
The accuracy of your personal information is important to us. If you are a Donor Party and have a concern about your personal or account information maintained at Schwab Charitable Fund, or want to correct, update, or confirm your information, please call us at 800-746-6216. We will be happy to review and update our records. If you have an Account with Schwab Charitable Fund, you may also login to the Donor Center and send us an email from the Contact Us section.