Download the Schwab app from iTunes®Get the AppClose

Giving Made Easy

In the late 1990s, it became clear to me that investors needed a tool to help streamline their charitable giving. Our clients needed a solution that allowed them to approach their philanthropy as thoughtfully and effectively as they did their investments and savings.

So, in 1999 we established Schwab Charitable, a national donor-advised fund and independent public charity that helps clients maximize their giving through tax-efficient planning. Using their Schwab Charitable accounts, donors can contribute cash and appreciated assets they’ve held for more than one year, invest the proceeds for growth, and recommend grants to their favorite charities via an easy-to-use online platform. Read more about using a donor-advised fund. 

The impact our clients have made over the years is profound. Since Schwab Charitable’s inception, donors have given $13 billion to 150,000-plus charities worldwide. If you’re looking for a simple, tax-smart approach to your philanthropy, learn more about Schwab Charitable. We’d be happy to help you define your charitable mission and support the causes you care about most.

 

Charles R. Schwab,

Founder & Chairman

What You Can Do Next

Starting a Business in Retirement
5 Steps for a Smart Trade Plan

Important Disclosures

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.

Schwab Charitable Fund is recognized as a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. Contributions made to Schwab Charitable Fund are considered an irrevocable gift and are not refundable. Please be aware that Schwab Charitable has exclusive legal control over the assets you have contributed. Although every effort has been made to ensure that the information provided is correct, Schwab Charitable cannot guarantee its accuracy. This information is not provided to the IRS.

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

(1119-9US9)

Thumbs up / down votes are submitted voluntarily by readers and are not meant to suggest the future performance or suitability of any account type, product or service for any particular reader and may not be representative of the experience of other readers. When displayed, thumbs up / down vote counts represent whether people found the content helpful or not helpful and are not intended as a testimonial. Any written feedback or comments collected on this page will not be published. Charles Schwab & Co., Inc. may in its sole discretion re-set the vote count to zero, remove votes appearing to be generated by robots or scripts, or remove the modules used to collect feedback and votes.