Take a strategic, tax-smart approach to
charitable giving
Schwab Charitable™ provides advantageous ways to give and offers unbiased guidance, whether you're setting up a flexible account to support the causes you care about or a trust that generates income before funding future charitable gifts.
The donor-advised Schwab Charitable Fund gives you and your family a simple, tax-efficient way to support charities today and create a charitable legacy. A Charitable Gift Account with the Fund is:
Tax smart—Make contributions that are eligible for an income-tax deduction1, are removed from your taxable estate, and avoid capital gains.
Low cost—Enjoy lower costs than with other charitable vehicles.
Convenient—Research charities, recommend grants, rebalance investments, and track your giving through our secure website.
Efficient—Avoid administrative burdens; Schwab Charitable handles them for you.
Private—Keep your charitable giving private or allow it to be acknowledged.
With our Charitable Trust Services, you can establish a charitable remainder trust that generates income and supports charities at a later date. A trust account with Schwab Charitable is:
Income producing—Fund retirement or other needs with liquidity from your trust's assets; distribute the remainder to charitable beneficiaries at the end of the trust's term.
Tax smart—Make contributions that are eligible for an income-tax deduction, are effectively removed from your estate, and avoid capital gains.
Simple—Let Schwab Charitable handle the trust's administration and oversight, while your investment advisor manages the trust's assets.
Flexible—Donate the remainder to an account with the Schwab Charitable Fund and you may change the ultimate charitable beneficiaries at any time or create a charitable endowment for future generations.
1. A donor’s ability to claim itemized deductions is subject to a variety of limitations depending on the donor’s specific tax situation. Consult your tax advisor for more information.
Schwab Charitable is the name used for the combined programs and services of the Schwab Charitable Fund and Charitable Trust Services. Schwab Charitable Fund is the operating name of the Schwab Fund for Charitable Giving®, an independent nonprofit organization. Schwab Charitable Trust Services is a limited liability company owned by the Schwab Fund for Charitable Giving that provides charitable trust management services.
(1106-7482)
New reduced account
minimum: $5,000
Contribute to a Charitable Gift Account by December 31 for a 2009 tax deduction. Open an account now.
Learn about the benefits of charitable giving
Call 800-746-6216 to speak with a donor relations specialist.
Call us at 866-232-9890
Send us an email