Learn about the fees and policies of a Charitable Gift Account

 

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How does a Charitable Gift Account Work?

 

To establish an account with Schwab Charitable Fund, all you need to do is:

  1. 1. Open an account
  2. 2. Fund your account
  3. 3. Recommend investments for the assets
  4. 4. Then, recommend grants at any time

Learn more about opening a Charitable Gift Account. Demo

The Charitable Gift Account is structured to make giving easier, so that you can concentrate on charitable causes instead of paperwork.

Ease of contributions
Contributing securities you may hold with Charles Schwab & Co., Inc. is quick and easy via our online Donor Center. You can contribute assets held at other financial institutions by using our Contribute form (PDF). In addition, we are able to accept proceeds from tax-deductible contributions of real estate, privately held interests, or tangible personal property.1.
Ease of grants
You can research charities with CharitySearch by GuideStar®, and submit grant recommendations online with our Express Granting feature. Moreover, we perform the administration necessary for grants — such as verifying the charity’s information — relieving you of the burden.
Streamlined recordkeeping
We take care of the recordkeeping for your account. We will send you a year-end summary for your tax records, as well as quarterly account statements tracking your contributions, grants, and investment performance.
Powerful account management
We provide online access to your account, as well as the latest, most powerful interactive tools for account management.

To find out how a Charitable Gift Account could work for you, please contact us.

1. Contributions of real estate, private equity or tangible personal property are accepted via a charitable intermediary, with proceeds of your donation transferred to your Charitable Gift Account upon liquidation. This intermediary considers donations on a case-by-case basis, and assets typically must be valued at $250,000 or more. Call the Fund for more information at 800-746-6216.

  

Call a Donor Relations Specialist:
(800) 746-6216
Monday to Friday, 11am - 8pm ET

You may also contact us via email to ask questions or to request printed materials.

Open a Charitable Gift Account

Opening an account with Schwab Charitable Fund is simple. You may either: