Skip to content
Contact Us
Log In
Open an Account
What is a Donor-Advised Fund?
Features
Features
Overview
Account Overview and Tutorials
How much does it cost?
Contribute
Invest
Grant
Tools and Resources
Overview
Program Policies
Year-End Giving Guidelines
Forms
FAQs
Charitable Tax Savings Calculator
Contribution Options
Overview
Overview
Donating Non-Cash Assets
Publicly Traded Securities
IPO Stock
Restricted Stock
Privately Held Business Interests
Real Estate
Private Equity Fund Interests
Fine Art and Collectibles
Equity Compensation Awards
Cryptocurrency
Charitable Donation Calculator
Infographic: Non-Cash Assets
Investment Options
Overview
Overview
Asset Allocation Calculator
Quarterly Performance Report
Socially Responsible Investments
Granting Options
Overview
Overview
Explore Charities
Disaster Relief
Giving Internationally
Granting Guidelines
Create Your Succession Plan
Determining what to give to charity at year-end
A checklist to help you increase impact and reduce taxes.
Read article >
For Donors
Build Your Giving Plan
Overview
Overview
Identify Your Giving Goals
Establish Your Giving Structure
Create a Giving Plan
Implement and Refine Your Plan
Explore Additional Strategies
Giving Perspectives
Giving with Impact Podcast
Giving with Impact Podcast
20 Stories of Impact
Donor Stories
Expert Commentary Videos
Costs and Benefits Study
Compare Private Foundations
CHARITABLE INSIGHTS
Featured Articles
Featured Articles
Determining What to Give at Year-End
Donating Non-Cash Assets
Bunching Charitable Contributions
Giving with an IRA
Involve Family in Giving
Stages of Disaster Giving
TOOLS AND RESOURCES
Giving Guide
Giving Guide
Family Philanthropy
Bunching Calculator
Donation Calculator
Asset Allocation Calculator
Donor Tutorial Videos
For Advisors
WHY SCHWAB CHARITABLE
Overview
Help your clients increase their giving power
ADVISOR RESOURCES
Overview
Tools to deepen client relationships
CONTACT US
Overview
Ask a Question or Request Kits
CLIENT EDUCATION RESOURCES
Overview
12 Tax-Smart Giving Strategies
Benefits of Donating Non-Cash Assets
Bunching Charitable Contributions
Qualified Charitable Distributions (QCDs) – What You Need to Know
Exploring Charities
Succession and Legacy Planning
The Giving Guide
ACCOUNT MANAGEMENT
Overview
Year-End Contribution Guidelines
Forms and Applications
Tutorial Videos
Donor-Advised Fund Fact Sheet
Account and Investment Options
Fees and Minimums
Program Policies
Granting Guidelines
Advisor Stories
For Charities
Open an Account
Log In
Contact Us
April 19, 2023
Schwab Charitable Form 990