Schwab Charitable

Private foundation conversion

Private Foundation Conversion

Self-Assessment Survey

This survey is designed to help evaluate whether a private foundation or a donor-advised fund account is the better charitable vehicle for your philanthropy. The survey consists of 10 objective questions about various aspects of your charitable giving, and some helpful information that you might want to consider for each. Please select the most appropriate response to each question.

This survey provides general information only. It is not designed to address all relevant considerations and does not represent legal or tax advice. Because individual circumstances vary, please consult your legal and tax advisors about your specific situation.

This survey is available in two formats:

Online Survey


Downloadable PDF

Click this link to download and print the survey.

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Schwab Charitable does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation. (0813-5646)

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