Schwab Charitable – Strategic Giving Simplified

Schwab Charitable Fund
Our leading national donor-advised fund offers small and large donors alike the ability to maximize the tax-benefits of supporting charities and building a charitable legacy through a personalized, private, and tax-smart donor-advised account.

Private Foundation Conversion Service
Private Foundations wishing to explore whether a donor-advised fund might be an appropriate vehicle to help to facilitate their philanthropy can make use of our customized conversion service. Just complete our simple ten question self-assessment survey or call our charitable giving specialists to review your specific situation.

Charitable Legacy Program
Donors who wish to ensure their charitable giving extends beyond their lifetime may enroll in the Charitable Legacy Program. As many as six charitable organizations can be recommended as grant recipients, each to receive a percentage of the remaining donor-advised account balance over time after the donor's death.

Double Give Program
The Double Give Program allows participants to stretch their philanthropy even further by recommending that a portion of their donor-advised accounts be set aside to guarantee microfinance loans to the world's poorest entrepreneurs, while leaving donated assets in the account invested for potential growth and future granting. All Schwab Charitable Fund accounts may participate.