Schwab Charitable

Change the way you think about changing the world. Give to charities more effectively with a Schwab Charitable account.

INVEST IN WHAT MATTERS

If you regularly give a modest amount to charity, a Schwab Charitable donor-advised fund account is a simple and tax-smart way to direct your charitable giving


What is a Schwab Charitable Account?

Open an account with as little at $5,000 and invest among one or more investment pools. Grow your account tax-free and recommend grants to your favorite charities at any time.

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For
Advisors

Build higher-value relationships with clients by talking with them about the tax advantages of using a donor-advised fund to help with their charitable planning and giving.

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SPotlight

Schwab Charitable President Kim Laughton explains why donor-advised funds introduce an entirely different dimension to the advisor-client relationship.

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© 2014 Schwab Charitable Fund | All Rights Reserved


Schwab Charitable does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation. (0913-5503)

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