Structure your giving, manage your taxes, and simplify your recordkeeping with a donor-advised fund from Schwab Charitable™, an independent 501(c)(3) organization. It’s an easy, tax-efficient way to support charities today and create a charitable legacy.
What are the fees and account minimums?
- Donor-advised fund account minimum: $5,000
- For complete pricing details, see Schwab Charitable's .
What are the advantages of a donor-advised fund account?
A donor-advised fund account offers a uniquely flexible way to manage your charitable giving. With this account, you can:
- Donate cash or appreciated securities
- Realize immediate tax benefits
- Give when it is convenient and meets your goals
- Manage your giving online
- Create a lasting charitable legacy
Ready to get started?
Download an application from Schwab Charitable's website.
Need help? Call 800-746-6216.
Quick answers to related questions
Have questions about Schwab Charitable's donor-advised fund account? Here are responses to some of the most common questions we hear. If you have a question about your specific situation that is not answered here, please call Schwab Charitable at 800-746-6216 or visit the .
To get started, download a from Schwab Charitable. Or you can always call Schwab Charitable at 800-746-6216 for assistance. After you establish your account, you can fund it with an initial irreversible, tax-deductible contribution of as little as $5,000, recommend investments for the assets, and, when you’re ready, recommend grants of $100 or more to any public charity.
Schwab Charitable FundTM is a separate entity from The Charles Schwab Corporation and its affiliates. However, Charles Schwab and its affiliates provide certain investment management, administrative, and recordkeeping services to Schwab Charitable.
If your charitable account balance is $250,000 or more, you may take advantage of our professionally managed account, which allows you to nominate your investment manager to actively manage the assets of the account and invest in a broad range of securities, including individual stocks, bonds, and mutual funds. For more details, see or call Schwab Charitable at 800-746-6216.
You can contribute cash and publicly traded securities, including stocks, most mutual fund shares, and bonds. Some restricted or privately held stock may be accepted on a case-by-case basis. Cash contributions must be made in U.S. dollars and delivered by check or wire only. Contribution forms are available online. Schwab Charitable Fund also accepts proceeds from tax-deductible contributions of real estate, private equity investments, or tangible personal property.1For complete details, see or call Schwab Charitable at 800-746-6216.
Grants can be made to any IRS-approved public charity. Approved organizations are U.S.-based organizations that qualify as tax-exempt under Section 501(c)(3) of the Internal Revenue Code and are public charities as defined by Section 509(a) of the Code. You can research IRS-approved public charities on the Schwab Charitable Fund website using CharitySearch, from GuideStar®, an independent third-party database of over one million IRS-registered 501(c)(3) nonprofit organizations. Note: All grant recommendations are subject to approval of Schwab Charitable.
Apply for a donor-advised fund account at Schwab Charitable.
It's helpful to have the following information on hand before you begin:
- Your Social Security number
- Your driver's license number
- Your employer's name and address (if applicable)
- Statement information for funds you may want to transfer
Take the next step.
Open a donor-advised fund account at Schwab Charitable today.
- Download a from Schwab Charitable or call 800-746-6216.
- See all Schwab accounts.
- Visit .
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 donor-advised fund 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 Schwab Charitable for more information at 800-746-6216.
Schwab Charitable™ is the name used for the combined programs and services of Schwab Charitable Fund™, an independent nonprofit organization. The Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.
This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends consultation with a qualified tax advisor, CPA, financial planner, or investment manager.
