Here’s what you will need:
- A U.S. permanent resident address, Social Security Number, date of birth, and contact information for each person listed on the account
- A signature for each account holder
- An irrevocable contribution of cash or non-cash assets like securities, publicly traded stock or even real estate
- Funding information, depending on the method you choose to contribute to your account
- Confirmation that you have reviewed and agreed to the terms and conditions of our Program Policies
- If you are an investment advisor and would like to open an account on behalf of your clients, please see next steps and advisor forms
Apply online
-
Apply onlineLearn how your account works with our program guidelines and agree to the terms and conditions of our Program Policies.
If you will be funding your account with assets currently custodied with Schwab, you may do so through Schwab.com.
If you will be funding your account with assets from an institution other than Charles Schwab and Co., Inc, please complete the Transfer of Assets form in addition to the new account application.
You can always view our tutorial on how to open and fund an account.
-
Mail or faxRegular mail:
Schwab Charitable
P.O. Box 628298
Orlando, FL 32862
Overnight delivery:
Schwab Charitable
1958 Summit Park Dr. Suite 200
Orlando, FL 32810Fax: 877-535-3852
Nominate your advisor
You may also nominate your advisor to open and manage your account
Schwab Charitable account holders may nominate an independent investment advisor to manage their account. Please contact your advisor if you want to get started with this option.
Open account
Once your new account is open, you may make an irrevocable contribution of cash or non-cash assets like securities, publicly traded stock or even real estate.
Learn more about contributing to your account here >
Review and agree to the Program Policies terms and conditions.
Program policies
-
Program Policies
Review the guidelines to open an account, make contributions, invest, and grant.
-
How-To Video SeriesFind out how simple it is to open and manage a Schwab Charitable account.
