Giving With Heart

November 11, 2022 Charles Schwab
Pursuing your charitable ambitions is more important than ever.

Each year, Schwab conducts our Modern Wealth Survey to better understand how investors' goals and values are changing. This year, respondents revealed a significant commitment to philanthropy, with 69% saying that supporting causes they care about is a top financial consideration.

Giving back has always been a priority for Schwab—particularly when it comes to increasing financial literacy. Over the years, we've witnessed how many young Americans lack access to the financial education necessary to effectively manage their money. That's what inspired us to launch Moneywise America™, our flagship financial literacy program for teens, created by expert educators and led by trained Schwab employees.

Whatever causes are near and dear to your heart, the end of the year is a great time to take stock of your philanthropic efforts. And to maximize your gifts, you might consider giving via a donor-advised fund account, which allows you to invest your charitable dollars for potential growth.

Charles Schwab signature


Charles R. Schwab

Founder & Co-Chairman

Schwab has solutions for charitable giving.

Mary Anne's Story: How Can You Leave a Legacy and Honor a Loved One?

How did one woman honor her twin sister through a charitable gift?

Cash Flow and Philanthropy: Charitable Remainder Trusts

A charitable remainder trust can provide a tax break and income for life.

Is a Private Foundation Right for You?

Is a private foundation the best way to further your family's philanthropic goals? Here's how to decide—and why you might consider a donor-advised fund instead.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. 

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. 

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Schwab Charitable™ is the name used for the combined programs and services of Schwab Charitable Fund™, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.