Features

Features of a Schwab Charitable™ donor-advised fund account

Fulfill your philanthropic goals and make an even greater impact on the causes that matter to you—when your donation is needed most.

How-To Video Series for Donors

Find out how simple it is to open and manage a Schwab Charitable account. With no opening account minimums it's even easier to get started.

A guide: How to recommend a grant


Evaluate charities
Evaluate charities

Simple

  • Open an account within 24 hours.
  • Get started with an irrevocable contribution of cash, securites, or other non-cash assets.
  • No minimum initial contribution.
Tax Deduction
Tax Deduction

Tax-Smart

  • Get a current-year tax deduction.
  • Minimize capital gains tax.
  • Contribute cash, securities, or appreciated assets.
  • Make additional contributions at any time.

Versatile

  • Choose from a wide range of investment pools or manage your account with the help of an advisor.
  • Receive acknowledgment for your grants or give anonymously if you prefer.
Send funds instead of physical goods.
Send funds instead of physical goods.

Convenient

  • Recommend grants online or through the Schwab Mobile app.¹
  • No minimum annual distribution requirement.
  • Grant as much or as little as you want each year.

Establishes a Legacy

  • Extend your philanthropy beyond your lifetime.
  • Name your account to include your family (e.g., "The Garcia Family Fund").
  • Name family members as successors to the account.
  • Set up recurring gifts to ensure a legacy of charitable giving.
Establishes a legacy

Ready to open an account?

Ready to open an account?

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Disclosure

1. Requires wireless signal or mobile connection.

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.

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