Press Releases

We’re constantly enhancing the services we offer in order to expand our donors’ reach, allowing them to achieve more of their charitable goals. Discover how we’ve developed as a charity and grown our donor base over time.

Schwab Charitable Surpasses $3 Billion in Charitable Contributions

February 13, 2008 - Schwab Charitable, one of the country’s largest and fastest growing nonprofits, announced total contributions to its national donor-advised fund have exceeded $3 billion since its inception. Created with a mission to increase charitable giving nationwide, Schwab Charitable Fund™ achieved the $3 billion milestone as it ended its most productive year for charitable contributions. In 2007, the Fund received more than $1 billion in donations, a jump of 40 percent from 2006. These results are expected to place Schwab Charitable among the top ten fundraising charities in the United States and the largest in the State of California. (PDF)

Schwab Charitable Fund Halves Account Minimums in Light of Strong Growth

December 5, 2007 - Schwab Charitable Fund, one of the country’s largest and fastest growing donor-advised funds, announced today that it has reduced the minimum donation to open its Charitable Gift Account from $10,000 to $5,000. The announcement comes in the context of substantial growth, as the organization approaches $2 billion in assets available for donor grant recommendations to charity. Schwab Charitable Fund’s growth rate has averaged more than 80 percent annually over the last three years. (PDF)

Survey Reveals Financial Advisors Want More Charitable Giving Information

October 28, 2007 - A new survey conducted by Penton Research and sponsored by Schwab Charitable reveals that while nearly eight out of ten financial advisors are talking with their clients about charitable giving, they are challenged to provide the level of assistance and expertise on this subject that clients desire and are coming to expect. (PDF)

A PDF of the full White Paper is available in the left margin of this page.

Schwab Charitable™ Surpasses $2 Billion in Charitable Contributions

March 7, 2007 - Schwab Charitable, one of the country’s largest and fastest growing nonprofits, announced total contributions to its national donor-advised fund have exceeded $2 billion since its inception (PDF)

Schwab Charitable™ Launches Advisor-managed Charitable Trust Services

October 24, 2006 - Leading national donor-advised fund adds charitable remainder trust offering to expand selection of strategic philanthropic options for donors and advisors (PDF)

Schwab Fund for Charitable Giving Surpasses $1 Billion in Charitable Contributions

January 6, 2006 - Fund Reaches Major Milestone with More Than $500 Million in Donations in 2005 (PDF)

Charitable Gift Accounts: the Valentine’s Gift that Truly Keeps on Giving

February 2, 2005 - Americans have proven to be extremely generous when it comes to helping the disadvantaged (PDF)

Schwab Fund for Charitable Giving Reports Record Contributions for 2003

March 4, 2004 - Economic recovery and groundbreaking new Charitable Asset Management feature lead Schwab Fund for Charitable Giving to its best year ever (PDF)

Donor Contributions to Schwab Fund for Charitable Giving More Than Double as Economic Recovery Continues

December 18 2003 - Improving economy and stock market recovery encourage more people to set aside assets for charitable giving (PDF)

Schwab Fund for Charitable Giving Launches Charitable Asset Management

August 20, 2003 - Schwab Fund for Charitable Giving today announced the launch of Charitable Asset Management, making the Fund the first leading national donor-advised fund to allow independent investment advisors to manage the investments of their clients’ donated assets (PDF)

Charitable Giving Easier, More Generous for Those Who Use Tax-Smart Charitable Gift Account

November 26, 2001 - Survey Results from Schwab Fund for Charitable Giving (PDF)