Year-End Contribution Guidelines

Year-End Contribution Guidelines

Follow these deadlines to help ensure your year-end contributions meet the IRS 2011 tax-return deadline. In addition, we recommend you follow our grant recommendation deadline to help ensure your favorite charities receive grants by year end. (Grant recommendations are not tax deductible.)
Contribution Deadlines
Donor Deadline Contribution Type Submission Guidelines
November 21, 2011 Restricted stock* Call a Donor Relations Specialist at 800-746-6216
November 25, 2011 Mutual fund transfers from a non-Schwab financial institution* Mail a contribution form with your most recent mutual fund statement.
December 1, 2011 Stock transfers from a non-Schwab financial institution* Submit a transfer request to the firm holding the securities.
December 19, 2011 Wire transfers from a non-Schwab financial institution* Submit a transfer request to the financial institution to wire the funds.
December 30, 2011 Transfers from a Schwab brokerage account Submit your request online, by fax, or by mail.
December 31, 2011 Checks Mail your check, which must be postmarked by December 31.
December 31, 2011 Security certificates Submit by registered mail or delivery service, which must be postmarked by December 31.
Grant Recommendation Guidelines
Follow these grant recommendation guidelines to help ensure your favorite charities receive grants by year end.
December 9, 2011 Grant Recommendations Submit your recommendation online, by fax, or by mail.
How to Submit
Online: Log in to your charitable account, then select Grant to Charity or Contribute to My Account to make your requests
By Mail or Fax: Go to schwabcharitable.org, select the Forms Center, complete the form you need, and mail or fax
Our office will be closed on Monday, December 26th.
* Initiating a contribution by this date does not guarantee that Schwab Charitable Fund will receive it by year end.
Need Assistance?
Call (800) 746-6216
or send us an email