Donor Advised & Professionally Advised Accounts
Schwab Charitable is a Leader in Donor–Advised Fund Investment Flexibility & Sophistication
Schwab Charitable Fund offers a comprehensive range of investment alternatives for donor–advised accounts–from simple to complex–to meet a variety of goals. With a standard donor-advised account, donors can recommend investments from among 12 investment pools. With our professionally-managed account, donors may recommend an investment advisor to create an investment strategy customized to the specific philanthropic goals for the donor-advised account.
Offer: |
Standard Donor-Advised |
Professionally-Managed |
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Investments Available: |
< Lower complexity/customization |
Higher complexity/customization > |
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 |
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• Conservative |
• Money Market |
• Stocks |
• Hedge Funds |
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Account Minimum: |
$5,000 |
$5,000 |
$250,000 |
$10 Million |
Investment Pools:
Donor–advised accounts may choose among 12 investment pools which feature pre-screened top performance mutual funds, including:
- 3 Pre–Allocated Investment Pools for donors who want to recommend a diversified investment strategy with one investment choice
- 9 Single Asset Class Investment Pools that can be combined by donors who want to recommend a more customized investment strategy.
If you would like help recommending the appropriate investment allocation for your account, you may want to complete our quick donor profile questionnaire or view a list of sample investment allocation strategies or consult your investment advisor.
Publicly-traded securities:
For accounts of more than $250,000, a donor may recommend an independent investment advisor to actively manage a customized investment portfolio for the account. subject to Schwab Charitable investment policies and oversight by investing in a broad universe of publicly-traded securities, including individual stocks, mutual funds, exchange-traded funds and fixed-income products.
Alternative Investments:
For accounts with more than $10,000,000, an independent investment advisor or wealth manager may also recommend alternative investments (including hedge funds and private equity/venture funds) for the portfolio. All privately-offered alternative investments must be reviewed and approved in advance by Schwab Charitable.
Double Give Program
Both donor–advised and professionally–advised accounts are also eligible for our innovative Double Give Program, which enables participants to recommend that a portion of their accounts be set aside to help guarantee microfinance loans to some of the world's poorest entrepreneurs while it stays invested and available for future granting.
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