Schwab Charitable

Give to charities more effectively with a
Schwab Charitable account. Since inception,
we have granted over $5.5 billion to more
than 96,000 nonprofit organizations.

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

The donor-advised fund reports a 30% rise in grants to more than 42,000 charities.

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These testimonials may not be representative of the experiences of other clients and is not indicative of future performance or success. It stems strictly from the client’s direct experiences with Schwab Charitable Fund and not from any services offered by a registered investment advisor.

A donor’s ability to claim itemized deductions is subject to a variety of limitations depending on the donor’s specific tax situation.

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. (0715-4727)

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. (1014-7063)

© 2015 Schwab Charitable Fund | All Rights Reserved

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