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Schwab Charitable Giving Guide

Welcome to the Schwab Charitable™ Giving Guide

Download our complete Giving Guide. This resource can help you answer key charitable giving questions, no matter where you are in your philanthropic journey.

Schwab Charitable Giving Guide

To view, complete and print fillable forms, you will need the freely available Acrobat 7.0 Reader (or later) software installed on your computer. 


Download Adobe Acrobat 7.0 Reader


*Before personalizing your Giving Guide, please save the file to your computer or device and open it via Adobe Acrobat Reader.

Cover of Schwab Charitable Giving Guide with children playing on stepping stones

Giving Guide Series

Download individual guides that focus on specific topics.

Row 1 Chapters

  • Find your focus

    Young girl exploring plant life with a magnifying glass
  • Involve your family

    Grandfather and grandson walking hand in hand into the sunset
  • Select giving vehicles

    Older gentleman studying content on laptop
  • Set a giving budget

    Father and young son rubbing noses by seaside

Row 2 Chapters

  • Determine tax-deductibility

    American flags waving in the breeze
  • Determine assets to give

    Sailboat, dock, and seaside cottages with lighthouse in the distance
  • Find nonprofits

    Woman labeling box for donation pickup
  • Refine your plan over time

    Closeup of full year calendar

Chapters Row 3

  • Define your gift's terms

    Woman on laptop sipping coffee
  • Give beyond treasure

    Volunteers raising wooden frame
  • Tackle social problems

    Sea turtle swiming in clear blue water
  • Learn & give with others

    Diverse group of women smiling and feeling good about their efforts

Chapters Row 4

  • Learn more about charities

    Teacher and students studying the forest

Chapters Spacer

What is a donor-advised fund?

What is a donor-advised fund?

Open an account

Open an account.

Once you've set up an account with Schwab Charitable, you can contribute cash, securities, or appreciated assets, and be eligible for a current-year tax deduction. You can choose from a wide range of investment pools or manage your account with the help of an advisor.

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