Schwab Charitable is dedicated to making tax-smart strategic giving more accessible. We've designed our Charitable Trust Services with the same straightforward approach we brought to donor-advised funds—making them simple, yet sophisticated, leveraging professional investment management and supported by highly personalized service.

Charitable Remainder Trusts are a tax-efficient charitable giving tool which generates needed income for a donor and/or the donor's designees while establishing a flexible charitable endowment.

Our online resources can help you to understand how a Charitable Remainder Trust can help you achieve your goals—for your family and the causes you care about.