This is a transcript of unscripted speech, rather than written prose, and therefore should not be relied on for grammatical accuracy. This is not a verbatim transcript. Parts have been slightly modified to improve readability.
How to recommend a grant
Now for the best part of a Schwab Charitable account: giving to charity.
This quick tutorial shows how to recommend grants to IRS-approved 501(c)(3) charities online.
To get started, log in to your account and select Grant to Charity.
Then, search for your favorite charities.
Or review your grant history and simply Grant Again.
You can edit the amount… schedule future or recurring grants and more—right on the spot.
Choose how you prefer to be recognized for your gift, or remain anonymous.
Next, select the purpose of the grant and click Continue. And when you’re ready, verify your grant.
That’s it. Once the grant recommendation has been reviewed and approved by Schwab Charitable, the charity will receive a personalized grant letter with a check.
And you’ll have made a bigger difference in the world.
If you have any questions, just ask. We’re here to help.